Traci Simons

VP - Financial Consultant

+1 757-446-1282

Financial credentials

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

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Advisor, CUSO Financial Services, L.P., 2018-2019
  • Premier Banker, Wells Fargo, 2018-2018
  • Marketing Associate, Ameriprise Financial, 2017-2018
  • Regional Director, Capital Wealth Planning, 2016-2017
  • SVP, External Wholesaler, Fidelity Investments, 1997-2015

Education

  • BA, Psychology, Clark University

Standard mailing address:

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

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