Eric Nelson, Cfp®, Cws®, Mba
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Eric Nelson, Cfp®, Cws®, Mba Email & Phone Number

Financial Consultant at Charles Schwab
Location: San Antonio, Texas Metropolitan Area, United States 4 work roles 4 schools
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Current company
Role
Financial Consultant
Location
San Antonio, Texas Metropolitan Area, United States
Company size

Who is Eric Nelson, Cfp®, Cws®, Mba? Overview

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Quick answer

Eric Nelson, Cfp®, Cws®, Mba is listed as Financial Consultant at Charles Schwab, a company with 20505 employees, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Eric Nelson, Cfp®, Cws®, Mba.

Eric Nelson, Cfp®, Cws®, Mba previously worked as Wealth Manager at Usaa and Financial Planner at Metlife. Eric Nelson, Cfp®, Cws®, Mba holds Certified Financial Planner® Designation Study Program, Finance, General from Rice University.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Eric Nelson, Cfp®, Cws®, Mba

As a Schwab Financial Consultant, it’s my job to help you create a better financial life and I am passionate about helping clients and their families navigate the unique aspects of financial planning. I am committed to providing guidance specific to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with: •

Current workplace

Eric Nelson, Cfp®, Cws®, Mba's current company

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Charles Schwab
Charles Schwab
Financial Consultant
san francisco, california, united states
Website
Employees
20505
AeroLeads page
4 roles

Eric Nelson, Cfp®, Cws®, Mba work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Current

San Antonio, Texas, United States

  • Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at.
  • NO BANK GUARANTEE
  • MAY LOSE VALUE
May 2020 - Present

Wealth Manager

San Antonio, Texas, United States

Jun 2007 - May 2020

Financial Planner

San Antonio, Texas, United States

Oct 2003 - Sep 2005

Direct Sales Specialist

San Antonio, Texas, United States

Mar 2001 - Sep 2003
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

4 education records

Eric Nelson, Cfp®, Cws®, Mba education

Certified Financial Planner® Designation Study Program, Finance, General

FAQ

Frequently asked questions about Eric Nelson, Cfp®, Cws®, Mba

Quick answers generated from the profile data available on this page.

What company does Eric Nelson, Cfp®, Cws®, Mba work for?

Eric Nelson, Cfp®, Cws®, Mba works for Charles Schwab.

What is Eric Nelson, Cfp®, Cws®, Mba's role at Charles Schwab?

Eric Nelson, Cfp®, Cws®, Mba is listed as Financial Consultant at Charles Schwab.

Where is Eric Nelson, Cfp®, Cws®, Mba based?

Eric Nelson, Cfp®, Cws®, Mba is based in San Antonio, Texas Metropolitan Area, United States while working with Charles Schwab.

What companies has Eric Nelson, Cfp®, Cws®, Mba worked for?

Eric Nelson, Cfp®, Cws®, Mba has worked for Charles Schwab, Usaa, Metlife, and Citi.

Who are Eric Nelson, Cfp®, Cws®, Mba's colleagues at Charles Schwab?

Eric Nelson, Cfp®, Cws®, Mba's colleagues at Charles Schwab include Ryan Hunter, Derrick Jennings, Marjorie Padilla, Aaron King, and Sean Worthington.

How can I contact Eric Nelson, Cfp®, Cws®, Mba?

You can use AeroLeads to view verified contact signals for Eric Nelson, Cfp®, Cws®, Mba at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Eric Nelson, Cfp®, Cws®, Mba attend?

Eric Nelson, Cfp®, Cws®, Mba holds Certified Financial Planner® Designation Study Program, Finance, General from Rice University.

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