Pedro Campos, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6203

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, 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

Modal can be closed by pressing Escape key.