Josh Zimmer, AWMA®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-647-2054

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 6, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Investment Field Supervisor, Victory Capital Management, 2020-2021
  • Investment Service Specialist, FIS, 2019-2020
  • Investment Service Specialist, USAA IMCO, 2017-2019
  • Life/Health Insurance Sales, USAA Life Co, 2013-2017
  • Registered Representative, Northwestern Mutual, 2012-2013

Education

  • BBA, Finance, Texas A&M University-Kingsville

Modal can be closed by pressing Escape key.