Edward Felt Email & Phone Number
Sr. Specialist @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Edward Felt Location
- San Antonio, TX, US
Edward Felt Work
- Sr. Specialist @ (May 2020 - Present)
- Sr. CS and S Specialist @ (May 2020 - February 2023)
- USAA Investment Management Company @ USAA Investment Management Company (July 2016 - February 2023)
- Regional Advisory Consultant @ (May 2008 - August 2015)
- Vice President, Administrative Manager @ (February 1996 - May 2008)
- Registered Representative @ (January 1991 - January 1996)
Edward Felt Education
- University of Phoenix
MBA (Finance)
1993-1995 - University of Utah
BA Economics
- The American College of Financial Services
Chartered Financial Consultant
- University of Phoenix
Master of Business Administration - MBA
Edward Felt Skills
- FINRA
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Strategic Financial
- Investments
- Fixed Income
- Bonds
- Options
- Financial Services
- Equities
- Mutual Funds
- Series 7
- Structured Products
- Series 4
- Series 66
- Life and Health General Lines
- Series 9 10
Edward Felt Summary
- Edward Felt, based in San Antonio, TX, US, is currently a Sr. Specialist at Charles Schwab. Edward Felt brings experience from previous roles at Charles Schwab, USAA Investment Management Company, Advisors Asset Management, Inc. and Merrill Lynch. Edward Felt holds a 1993 - 1995 MBA in Finance @ University of Phoenix. With a robust skill set that includes FINRA, Portfolio Management, Financial Advisory, Strategic Financial Planning, Strategic Financial and more. Edward Felt has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Edward Felt?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co