Samuel Kirk, CFP®

Independent Branch Financial Consultant

+1 262-289-7892

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2020-present
  • Investment Solutions Representative, Fidelity Investments, 2020-2020
  • Customer Relationship Advocate, Fidelity Investments, 2019-2020
  • Customer Service Specialist, Charles Schwab, 2017-2019

Education

  • University of Wisconsin - Madison

Standard mailing address:

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

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