Seth Shepherd

VP - Financial Consultant

+1 317-634-4684

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • High-Net-Worth Specialist, Charles Schwab, 2019-2019
  • Financial Service Professional, Charles Schwab, 2018-2019

Education

  • BS, Business Management
  • Indiana University, Kelley School of Business

Personal interests and affiliations

  • Franklin City Church, Finance Committee
  • North American Versatile Hunting Dog Association

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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