Nick LaCroix

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 833-844-0083

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • New Client Investment Consultant, Charles Schwab, 2022-2022
  • Investment Depelopment Team, Investment Consultant, Charles Schwab, 2021-2022
  • Associate, Brokerage Service Rep, Charles Schwab, 2020-2021
  • Associate, Client Service, Charles Schwab, 2020-2020
  • FC Academy Cohort Trainee, Charles Schwab, 2019-2020

Education

  • Bachelor of Business, Marketing, University of Wisconsin-Milwaukee

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