Cfp Sebastian Coppola Cws Aams

Cfp Sebastian Coppola Cws Aams

Certified Financial Planner (CFP) Accredited Asset Management Specialist (AAMS) Certified Wealth Strategist (CWS) | Lone Tree, Colorado, United States

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Work Experience

Charles Schwab

Senior Wealth Advisor

Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Charles Schwab

Senior Private Client Advisor

Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Charles Schwab

Private Client Advisor

Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Charles Schwab

Associate Portfolio Consultant

Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Charles Schwab

Trading Specialist

Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo Advisors

Financial Advisor

Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Data Recognition

Team Leader

Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

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