Juan Estrada Hernandez
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-485-2417Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
9 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Portfolio Solutions Consultant, Charles Schwab, 2023-2024
- Investment Consultant, Charles Schwab, 2021-2023
- Financial Services Representative, TD Ameritrade, 2020-2021
- Insurance Agent, Liberty Mutual Insurance, 2018-2020
- Assistant Bank Manager, First National Bank Texas, 2015-2018
Education
- Current Alumni, Bachelors in Finance - Financial Planning, Colorado State University Global