Kaipo Masicampo

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6149

Financial credentials

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

Experience

13 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Investment Consultant, Charles Schwab, 2016-2021
  • Associate Financial Consultant, Charles Schwab, 2015-2016
  • Active Trader Representative, Charles Schwab, 2013-2015
  • Registered Representative, Charles Schwab, 2011-2013

Education

  • BA, Finance, University of Hawaii

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