Pedro Campos, CFP®, CIMA®, CPWA®, ChFC®, WMCP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-943-6203

Financial 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

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