Raymond Ramos, MBA

Financial Consultant - Financial Solutions Branch

+1 888-549-0277

Financial credentials

  • Master in Business Administration
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
  • Manager, Investment Consultant, Charles Schwab, 2022-2024
  • Wealth Advisor, USAA, 2017-2022
  • VP - Financial Advisor, J.P. Morgan Chase, 2016-2017
  • VP - Senior Financial Advisor, Capital One Investing, 2014-2016
  • Select HNW Relationship Manager, USAA, 2005-2014

Education

  • MBA, University of Texas at San Antonio
  • BBA, University of Texas at San Antonio

Personal interests and affiliations

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