Tobias Dufek

Tobias Dufek

Followers of Tobias Dufek569 followers
location of Tobias DufekGilbert, Arizona, United States

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  • Timeline

  • About me

    VP - Financial Consultant: Helping clients own their tomorrow

  • Education

    • Thomas Edison State College

      2009 - 2011
      Bachelors of Science Business Administration and General Management

      Activities and Societies: Sigma Beta Delta

  • Experience

    • Charles Schwab

      Nov 2004 - now

      Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Show less

      • VP - Financial Consultant

        Oct 2011 - now
      • Senior Client Consultant - High Net Worth Specialist

        Jul 2007 - Sept 2011
      • Registered Representative

        Nov 2004 - Jul 2007
    • OptionsXpress

      Sept 2011 - Sept 2012
      Registered Representative
  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jan 2006
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      May 2006
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Oct 2011
    • Life, Accident and Health, and Variable Annuity

      National Association of Insurance Commissioners (NAIC)
      Oct 2017