Jerry Dunivan, CWS®

VP - Financial Consultant

+1 314-726-3610

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Senior Financial Consultant, TD Ameritrade, 2015-2017
  • Fifth Third Bank, Financial Advisor, 2014-2015
  • PNC Investments, Financial Specialist, 2013-2014
  • US Bancorp, Financial Advisor, 2010-2013
  • PNC Investments, Financial Advisor, 2009-2010

Education

  • Bachelor of Science in Business Administration
  • Southeast Missouri State University
  • Cape Girardeau, MO 63701

Personal interests and affiliations

  • Member of Sigma Phi Epsilon fraternity

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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