Nick Berard, AAMS®

VP - Assistant Branch Manager

+1 303-260-5082

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • FC, Charles Schwab, 2009-2021
  • AFC, Charles Schwab, 2007-2009
  • Stock Options Specialist, Charles Schwab, 1999-2001

Education

  • Bachelors of Business Management
  • Western Governors University

Standard mailing address:

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

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