Nicholas Owczarzak, AAMS®

VP - Financial Consultant

+1 415-697-5310

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • AVP - Private Client Banker, JPMorgan Chase & Co., 2022-2023
  • Relationship Banker, JPMorgan Chase & Co., 2021-2022

Education

  • Investment Management Theory & Practice, Yale School of Management

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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