Joseph Potratz

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-552-9435

Financial credentials

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

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr Financial Consultant, TD Ameritrade, 2010-2022
  • Investment Consultant, TD Waterhouse, 2006-2010
  • Tech Support, Ameritrade Inc, 1998-2006

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