Sezgi Kutay, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2376

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 3, 7, 9, 10, 63, 66 Securities Licenses

Experience

18 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Investment Consultant, Charles Schwab, 2017-2021
  • Derivatives Trading Specialist, OptionsXpress, 2015-2017
  • Finacial Services Rep, Charles Schwab, 2015-2015
  • Personal Banker, Wells Fargo, 2014-2015
  • Derivatives Consultant, Ataraxia Capital Partners, 2012-2013

Education

  • Bachelor of Arts, Banking & Finance, Bilkent University
  • Master of Commerce, Information Systems and Technology, Macquarie University

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