Scott Given, AAMS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-2659

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Analyst, Stifel Nicolaus, 2012-2014
  • Relationship Support, Charles Schwab, 2011-2012
  • Retirement & Estate Services, Charles Schwab, 2010-2011

Education

  • BS, Finance, University of Arizona

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