Samir Mohamed

VP - Financial Consultant

+1 303-780-0912

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Branch Investment Consultant, Charles Schwab, 2024-2025
  • Investment Development Team - Financial Consultant Academy, Charles Schwab, 2024-2024
  • Licensed Broker - Financial Consultant Academy, Charles Schwab, 2023-2024
  • Client Service Representative - Financial Consultant Academy, Charles Schwab, 2023-2023

Education

  • Bachelors of Science, Finance, University of Colorado Boulder
  • Bachelors of Science, Information Analytics, University of Colorado Boulder
  • Minor, Political Science with an Emphasis in International Affairs
  • Global Business Certificate, University of Colorado Boulder

Personal interests and affiliations

  • Alpha Kappa Psi, Professional Co-ed Business Fraternity
  • Phi Alpha Delta, Professional Pre-Law Fraternity

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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