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Nicholas Knapek

Nicholas Knapek

Assistant Manager

Followers of Nicholas Knapek275 followers
location of Nicholas KnapekGreater Chicago Area

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  • Timeline

  • About me

    Charles Schwab

  • Education

    • Joliet West High School

      2003 - 2007
      High School Diploma General Studies

      Activities and Societies: National Honors Society Mu Alpha Theta

  • Experience

    • The UPS Store

      Feb 2008 - May 2013
      Assistant Manager

    • Bill Jacobs BMW

      May 2013 - Feb 2016
      Client Advisor

    • Merrill Lynch

      Feb 2016 - Jan 2022
      Assistant Vice President, Financial Solutions Advisor

    • Morgan Stanley

      Jan 2022 - Aug 2024
      Premium Relationship Manager

    • Charles Schwab

      Aug 2024 - now
      VP, Financial Consultant

  • Licenses & Certifications

    • Series 66

      NASAA
      Oct 2017

    • Life and Health Insurance License

      Illinois Department of Insurance

    • Series 63

      NASAA
      Feb 2016

    • Series 9

      Financial Industry Regulatory Authority (FINRA)
      Aug 2017

    • Series 10

      FINRA
      Jun 2019

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Feb 2016