Tobias Dufek

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-8831

Financial credentials

  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2011-present
  • Senior Client Consultant - High Net Worth Specialist, Charles Schwab, 2007-2011
  • Registered Representative, Charles Schwab, 2004-2007

Education

  • BS, Business Administration - General Management, Thomas Edison State College
  • - Sigma Beta Delta International Honor Society

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