Kyle Peters, CFP®

VP - Sr. Financial Consultant

+1 913-234-4790

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Client Specialist, American Century Investments, 2015-2019
  • Internal Wholesaler, Hawk Peak, 2013-2014

Education

  • B.A. Finance Focus on Financial Planning

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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