Joel Wing

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-554-6164

Financial credentials

  • Series 7, 24, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Wealth Management & Relationship Consultant, Charles Schwab, 2021-2022
  • Product & Solution Consultant, TD Ameritrade, 2016-2021
  • Product & Training Manager, Financial Engines, 2015-2016
  • Wealth Advisor, Silverleaf Wealth Management, 2015-2015
  • District Manager, Waddell & Reed, 2013-2015

Education

  • Bachelor of Science in Criminal Justice, Black Hills State University

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