Nicole Sanchez

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6208

Financial credentials

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

Experience

17 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Workplace Planning Consultant I & II, Fidelity Investments, 2020-2021
  • Workplace Planning Associate, Fidelity Investments, 2019-2020
  • Associate Compliance Analyst, Fidelity Investments, 2012-2019
  • Quality Control Analyst II, Fidelity Investments, 2007-2012
  • Defined Contributions Transaction Processor II, Fidelity Investments, 2007-2007

Education

  • BA, Business Administration, University of Texas at Arlington

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