Charlie Wermuth
National Sales Director at Bank Investment Services
- Role
- National Sales Director at Santander US
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Charlie Wermuth
Helping clients create, manage, protect and distribute wealth
Experience
National Sales Director
Jan 2015 — Present
Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities LLC or its affiliates.Investments are NOT FDIC Insured; NOT Deposits/Obligations of the Bank and are NOT guaranteed by the bank; and are subject to investment risks, including possible loss of the principal invested.
Skills
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Etfs
- Leadership
- Management
- Fixed Annuities
- Series 6
- Insurance
- Series 24
- Series 65
- Investment Advisory
- Wealth
- Asset Management
- Series 7
- 401k Rollovers
- Series 63
- Wealth Management
- Soccer
- Strategic Planning
- Retirement Planning
- Finra
- Investments
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Strategies
- 401k
- Life Insurance
- Finance
- Relationship Management
- Securities
- Investment Management
- Variable Annuities
- Estate Planning
- Coaching
- Portfolio Management
- Loans
- Athletics
- Financial Advisory
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