Kyle Gerads, AWMA®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-894-7788

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 7, 63, 66 Securities Licenses

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade, 2019-2021
  • Sr, Portfolio Specialist, TD Ameritrade, 2017-2019
  • Relationship Manager, Fidelity, 2016-2016
  • Investment Management Representative, TD Ameritrade, 2015-2016
  • Financial Representative, TD Ameritrade, 2014-2015

Education

  • BA, Kinesiology, University of Texas at Arlington

Modal can be closed by pressing Escape key.