Veronica N Otero

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-543-8793

Financial credentials

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

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant Partner, Charles Schwab, 2021-2022
  • Associate Financial Consultant, Charles Schwab, 2021-2021
  • Investment Consultant, Charles Schwab, 2018-2021
  • Registered Representative, Charles Schwab, 2016-2018

Education

  • BS, Business Finance, University of Phoenix

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