William R Moore, AAMS®

VP - Financial Consultant

+1 630-848-6007

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate, Financial Consultant, Charles Schwab, 2017-2019
  • Client Relationship Specialist, Charles Schwab, 2016-2017
  • Paraplanner, Ameriprise, 2015-2016
  • Senior Personal Banker, First Bank of Owasso, 2011-2014
  • Accountant and Finance Manager, Transformation Church, 2006-2013

Education

  • BS, Accounting, Oral Roberts University

Personal interests and affiliations

  • Black Professionals at Charles Schwab (BPACS-Chicago)

Standard mailing address:

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

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