Kyle Gerads, AWMA®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-894-7788Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, Inc, 2022-2024
- Financial Consultant, TD Ameritrade, 2019-2022
- Sr, Portfolio Specialist, TD Ameritrade, 2015-2019
Education
- BA, Kinesiology, University of Texas at Arlington
Personal interests and affiliations