Deep Enrich
Spencer Weeks, CFP®
440 followers
Indianapolis, Indiana, United States
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About me
Associate Wealth Advisor, Schwab Wealth Advisory, Inc.
Education
University of Dayton
2012 - 2016BS in Education & Health Sciences Education & Allied StudiesActivities and Societies: University of Dayton Varsity Football Team (Fall 2012- Spring 2015) Full time Education & Health Sciences student with a minor in Marketing.
Experience
Charles Schwab
Aug 2017 - Aug 2022Senior Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc.
Dec 2021 - Aug 2022Financial Services Representative
Mar 2018 - Dec 2021Associate Financial Services Professional
Aug 2017 - Mar 2018
SCHWAB WEALTH INVESTMENT ADVISORY, INC.
Dec 2021 - nowAssociate Wealth Advisor
Licenses & Certifications
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SIE
FINRA (Financial Industry Regulatory Authority)Series 7
FINRA (Financial Industry Regulatory Authority)Series 66
FINRA (Financial Industry Regulatory Authority)- View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardSept 2021
Series 63
FINRA (Financial Industry Regulatory Authority)
Volunteer Experience
Volunteer
Issued by Rebuilding Together Dayton on Jan 2013
Associated with Spencer Weeks, CFP®
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