David Haertel

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-229-2883

Financial credentials

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

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Counselor, Fisher Investments, 2021-2023
  • Investment Consultant, Fidelity Investments, 2016-2021
  • Investment Consultant, Scottrade Inc, 2015-2016
  • Investment Consultant, TD Ameritrade, 2011-2015
  • Insurance Sales, MetLife, 2010-2011

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