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Aams Garland Sharp Cws

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Aams Garland Sharp Cws

Vice President -Sr. Financial Consultant | Charles Schwab

Newport Beach, California, United States

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Aams Garland Sharp Cws

Summary

Aams Garland Sharp Cws is a seasoned financial consultant with over a decade of experience in the banking sector, currently serving as Vice President and Senior Financial Consultant at Charles Schwab & Co., Inc. Based in Newport Beach, California, he holds multiple certifications including Series 7, 63, 66, and is a Certified Wealth Strategist (CWS) and Accredited Asset Management Specialist (AAMS). His career began in 2007 with Charles Schwab, progressively advancing through various roles, demonstrating a commitment to client-focused financial strategies. Aams is known for his deep understanding of depository banking functions and has a strong foundation in investment consulting. His educational background includes a degree in Business from the University of Nevada-Reno and further studies at the College for Financial Planning. Aams is passionate about helping clients navigate complex financial landscapes and achieve their wealth management goals.

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Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

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Aams Garland Sharp Cws

Work Experience

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Vice President -Sr. Financial Consultant at

Charles Schwab

August 2014 - Present

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Associate Financial Consultant at

Charles Schwab

July 2013 - July 2014

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Associate Portfolio Consultant at

Schwab Private Client Investment Advisory

January 2012 - June 2013

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Investment Consultant at

Charles Schwab

January 2007 - January 2012

Aams Garland Sharp Cws

Education

University of Nevada, Reno, Business

January 2000 - January 2006

Frequently Asked Questions about Aams Garland Sharp Cws

What company does Aams Garland Sharp Cws work for?

Aams Garland Sharp Cws is a Vice President -Sr. Financial Consultant at Charles Schwab, a company specializing in Functions related to depository banking.

Where Aams Garland Sharp Cws graduated from?

Aams Garland Sharp Cws holds a degree in from University of Nevada, Reno.

Who is Aams Garland Sharp Cws?

Aams Garland Sharp Cws is a seasoned financial consultant with over a decade of experience in the banking sector, currently serving as Vice President and Senior Financial Consultant at Charles Schwab & Co., Inc. Based in Newport Beach, California, he holds multiple certifications including Series 7, 63, 66, and is a Certified Wealth Strategist (CWS) and Accredited Asset Management Specialist (AAMS). His career began in 2007 with Charles Schwab, progressively advancing through various roles, demonstrating a commitment to client-focused financial strategies. Aams is known for his deep understanding of depository banking functions and has a strong foundation in investment consulting. His educational background includes a degree in Business from the University of Nevada-Reno and further studies at the College for Financial Planning. Aams is passionate about helping clients navigate complex financial landscapes and achieve their wealth management goals.

Aams`s contact details

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