Fred Santos

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-319-4388

Financial credentials

  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2019-2020
  • Wealth Advisor, USAA, 2015-2019
  • Financial Advisor, USAA, 2012-2015
  • Investment Representative, USAA, 2011-2012
  • Financial Advisor, Edward Jones, 2008-2010

Education

  • BA, Government The University of Texas at Austin

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