William S Smith

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 866-553-0599

Financial credentials

  • Series 7, 63, 66 Securities Licenses


8 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Investor Development Team, Charles Schwab, 2018-2022
  • Stock Plan Services Broker, Charles Schwab, 2016-2018


  • Bachelor's Degree of Business of Administration, University of Arizona

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