Paul J Davis

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-448-7175

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Senior Specialist-High Net Worth, Charles Schwab, 2017-2021
  • Investment Consultant, Charles Schwab, 2021-2023

Education

  • Bachelor of Science in Business Management

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