Oscar Ramirez

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-299-8950

Financial credentials

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

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Bank of the West, 2018-2021
  • Trust & Estate Concierge, Merrill Lynch, 2015-2018
  • Managed Account Specialist, Charles Schwab, 2009-2015
  • Schwab Bank, Charles Schwab, 2008-2009

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