Peter Klimkow

VP - Financial Consultant

312-467-2188

Financial credentials

  • Series 3, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Premium Relationship Manager, Morgan Stanley, 2024-2025
  • Active Trader Consultant, E*TRADE, 2018-2024
  • Business Development Manager, Zacks Investment Management, 2013-2018

Education

  • BA, Environmental Business Studies, University of Southern California
  • Business Minor, University of Southern California

Personal interests and affiliations

  • Metropolitan Legal Aid Board, Associate Board

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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