Wealth Manager@ Charles Schwab
San Antonio, Texas, United States
Michael Juarez
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Tell me more about Michael Juarez?
FlashIntel GPTMichael Juarez is a Wealth Advisor at USAA with 15.4 years of experience. He has expertise in financial series 7, finra series 6, finra series 66, and the Texas Property and Caulty license. He has worked at Charles Schwab in Texas as a Financial Consultant and Wealth Manager, focusing on financial services. Michael has a strong background in consulting and finance, and has worked with a wide range of clients, including individual investors, small business owners, institutions, and corporations. He is based in the United States.
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Emails and Phone Numbers
About
Wealth Advisor at USAA
Work Experience
Wealth Manager
Financial Consultant
Financial Services
Michael Juarez's Professional Milestones
- Wealth Manager (2008-06-01~2020-05-01): Successfully built and managed a diverse portfolio of investors, boosting asset allocation and increasing returns for the company.
- Financial Consultant (2020-05-01~): Streamlined financial processes, improving accuracy and efficiency across all departments.
Education
Skill
Finra Series 7
Finra Series 6
Finra Series 66
Texas Property And Casulty License
Certification
Colleagues
Catherine Etherton
Product Owner | Product Manager
Michael Hayashi
product owner & cybersecurity data engineer at charles schwab
Michael Sherer
Senior Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Aaron Ewing
Owner of A & M Wellness LLC
Other Named Michael Juarez
Frequently asked questions
We found 4 Michael Juarez's email addresses
We found 3 Michael Juarez's phone numbers
Michael Juarez works for Charles Schwab
Michael Juarez's role in Charles Schwab is Wealth Manager
Michael Juarez works in the industry of Financial Services
Michael Juarez's colleagues are Catherine Etherton,Michael Hayashi,Michael Sherer
Michael Juarez's latest job experience is Wealth Manager at Charles Schwab
Michael Juarez's latest education in College for Financial Planning
