James Schlueter, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-663-8218

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2016-2017
  • Reg. Rep. Pinnacle, Charles Schwab, 2014-2016
  • Mutual Fund Accounting Manager, State Street, 2007-2010

Education

  • BA, Economics, University of California, Davis

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