Zelos Willis

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-641-6139

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TDAMERITRADE, 2016-2022
  • Fitness Coach/Trainer, YMCA, 2016
  • Sales Consultant, Empire Today, 2016-2016
  • Relationship MGR, KCM, 2012-2016
  • Financial Consultant, TIAA-CREF, 2011-2012

Education

  • Business MGMT MAJOR

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