Derek Suboticki, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-647-1286

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Internal Wholesaler, Transamerica, 2020-2021
  • Financial Advisor, Bancwest Investment Services, 2018-2019
  • Investment Solutions Representative, Fidelity Investments, 2015-2018

Education

  • Bachelor of Arts, Political Science, University of Colorado at Colorado Springs

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