Deep Enrich
Wyatt West, CFP®
Law Clerk
905 followers
Miami, Florida, United States
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About me
VP - Financial Consultant at Charles Schwab
Education
Hampden-Sydney College
2017 - 2021Bachelor of Arts - BA Philosophy
COLLEGE YEAR IN ATHENS
2020 - 2020
Experience
Law Office
Apr 2018 - Mar 2021Law Clerk
Charles Schwab
Jun 2021 - nowVP - Financial Consultant
May 2024 - nowInvestment Consultant
Jun 2023 - May 2024High Net Worth Specialist
Feb 2022 - Jun 2023Associate Financial Services Professional
Jun 2021 - Feb 2022
Licenses & Certifications
- View certificate
CERTIFIED FINANCIAL PLANNER® Professional
CFP BoardAug 2025
SIE
FINRAOct 2021Series 9
FINRAOct 2023
Series 66
NASAASept 2022Series 7
FINRADec 2021Series 10
FINRAJun 2023
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