Steve Wight Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
5 free lookup(s).
Steve Wight Location
- California, United States
Steve Wight Work
- 2022 - now Vice President - Financial Consultant @
- 2015 - now Private Client Investment Consultant @
- 2004 - 2015 Investment Consultant @
- 2002 - 2004 Customer Relationship Representative @ TD Waterhouse Investor Services, Inc.
- 2000 - 2002 Registered Representative @ TD Waterhouse Investor Services, Inc.
- 1997 - 1999 Sr. Service Delivery Specialist @ Mellon Trust
Steve Wight Education
- University of California, Irvine
(Personal Financial Planning Certficate Program)
2010 - 2012 - Assumption College
Bachelor of Arts (B.A.) (Economic Theory)
1993 - 1997
Steve Wight Skills
- Series 63
- Financial Advisory
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Finance
- Asset Allocation
- Investment Advisory
- Roth IRA
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- High Net Worth Individuals
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Separately Managed Accounts
- Financial Goals
- Wealth
- Personal Financial Planning
- Retirement
- Series 7
- Securities
- Investment Management
Steve Wight Summary
- Steve Wight, based in California, United States, is currently a Vice President - Financial Consultant at Charles Schwab. Steve Wight brings experience from previous roles at TD Ameritrade and TD Waterhouse Investor Services, Inc.. Steve Wight holds a 2010 - 2012 University of California, Irvine. With a robust skill set that includes Series 63, Financial Advisory, Fixed Income, Bonds, Retirement Planning and more. Steve Wight has 6 emails and 1 mobile phone numbers on RocketReach.
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