Daniel Ramirez

VP - Financial Consultant

+1 855-943-6184

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Financial Solutions Branch, Charles Schwab, 2021-2024
  • IDT, Investment Consultant, Charles Schwab, 2020-2021
  • Specialist, High Net Worth Rep, Charles Schwab, 2019-2019
  • Associate, Brokerage Service Rep, Charles Schwab, 2018-2019

Education

  • Bachelor of Business Administration, Management, University of Texas at Arlington

Personal interests and affiliations

    Modal can be closed by pressing Escape key.