Sam Whalen

Sam Whalen

location of Sam WhalenVirginia Beach, Virginia, United States

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  • Timeline

  • About me

    Investment Consultant at Charles Schwab

  • Education

    • West Virginia University

      2007 - 2012
      Multidiciplinary Studies Business Management, Economics, Communications
  • Experience

    • WesBanco

      Jul 2014 - Apr 2017
      • Senior Personal Banker

        Nov 2015 - Apr 2017
      • Banking Center Manager

        Jul 2014 - Nov 2015
    • Wells Fargo

      Apr 2017 - Nov 2021
      • Licensed Banker

        Sept 2019 - Nov 2021
      • Personal Banker

        Apr 2017 - Sept 2019
    • Charles Schwab

      Nov 2021 - now
      Investment Consultant
  • Licenses & Certifications

    • Series 65

      FINRA
      Sept 2019
    • Series 63

      FINRA
      Sept 2019
    • Series 6

      FINRA
      Sept 2019
    • Series 7

      FINRA
      Jan 2022
    • SIE

      FINRA
      Sept 2019