Wesley Nelson Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Wesley Nelson Location
- Seattle, WA, US
Wesley Nelson Work
- VP - Financial Consultant @ (April 2021 - Present)
- VP - Financial Solutions Advisor @ (October 2017 - April 2021)
- Financial Consultant, VP @ (July 2011 - September 2017)
- Senior Stockbroker @ (July 2005 - June 2011)
- Financial Advisor @ (June 2004 - April 2005)
Wesley Nelson Education
- Indiana University of Pennsylvania
Bachelor's degree (Finance, General)
2000-2004
Wesley Nelson Skills
- College Planning
- Executive Compensation Planning
- Series 7
- Mutual Funds
- Series 9/10
- Series 63
Wesley Nelson Summary
- Wesley Nelson, based in Seattle, WA, US, is currently a VP - Financial Consultant at Charles Schwab. Wesley Nelson brings experience from previous roles at Bank of America Merrill Lynch, Charles Schwab, Scottrade and Morgan Stanley. Wesley Nelson holds a 2000 - 2004 Bachelor's degree in Finance, General @ Indiana University of Pennsylvania. With a robust skill set that includes College Planning, Executive Compensation Planning, Series 7, Mutual Funds, Series 9/10 and more. Wesley Nelson has 3 emails on RocketReach.
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