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Aams Garland Sharp Cws
Aams Garland Sharp Cws
Vice President -Sr. Financial Consultant | Charles Schwab
Newport Beach, California, United States
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.
Aams Garland Sharp Cws
Work Experience
Vice President -Sr. Financial Consultant at
Charles Schwab
August 2014 - Present
Associate Financial Consultant at
Charles Schwab
July 2013 - July 2014
Associate Portfolio Consultant at
Schwab Private Client Investment Advisory
January 2012 - June 2013
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
Colleagues
VP; Financial Consultant
Vice President
Vice President
Sr. Director-Platform Delivery and Operations
Vice President Financial Consultant
Vice President - Financial Consultant
Vp - Financial Consultant
Vice President
Associate Financial Service Professional
Community Leadership Board Member