Pedro Campos, CFP®, CIMA®, CPWA®, ChFC®, WMCP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 855-943-6203Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
- Chartered Financial Consultant®
- Wealth Management Certified Professional
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, JP Morgan Securities LLC, 2020-2021
- Advisor Experience Rep, CornerStone Staffing, 2020-2020
- Intelligent Services Rep POCA, Charles Schwab & Co., Inc., 2018-2019
- TD Ameritrade, Financial Rep, 2017-2018
- UnitedHealth Group, Inside Bus Dev Rep, 2016-2017
Education
- Bachelors of Business Administration Marketing