Sunita Joseph

Sunita Joseph

Client Service Specialist

Followers of Sunita Joseph223 followers
location of Sunita JosephFremont, California, United States

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  • Timeline

  • About me

    Vice President-Financial Consultant: Helping clients own their tomorrow

  • Education

    • Purdue University

      1993 - 1997
      Bachelor of Science (B.S.) Environmental Science
  • Experience

    • Commonwealth Gas Pipeline Corp

      Jan 1997 - Jan 1998
      Client Service Specialist
    • Fidelity Investments

      Jan 1998 - Nov 2007
      • Private Access Relationship Manager

        Jan 2001 - Nov 2007
      • 401(k) Specialist

        Jan 1998 - Jan 2001
    • Charles Schwab

      Dec 2007 - now
      Financial Consultant

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  • Licenses & Certifications

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Jun 2003
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Dec 2008
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Dec 2002