Joe Shanley

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 303-945-6843

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present

Education

  • BBA, Finance, Pace University Lubin School of Business

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