Jeovanni Bautista, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2508

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

6 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Financial Advisor, J.P Morgan, 2021-2021
  • Investment Portfolio Specialist, TD Amertirade, 2018-2021
  • Financial Representative, TD Amertirade, 2017-2018
  • Inter Investor Services, TD Amertirade, 2016-2017

Education

  • BA, University of North Texas

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