Joe Nichols, MBA

VP - Financial Consultant

+1 312-762-6280

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Regional Bond Specialist, Charles Schwab, 2014-2022
  • Associate, Loop Capital Markets, LLC, 2008-2013
  • Investment Associate, UBS Financial Services Inc. (PaineWebber Group, Inc.), 2000-2008
  • Account Representative, Stein Roe & Farnham, 1999-1999
  • Marketing Representative, John Hancock Mutual Life Insurance Comapny, 1998-1999

Education

  • MBA - Finance, DePaul University
  • Bachelor of Science - Marketing, Indiana University

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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