William A. Frick
Investment Professional
- Role
- Financial Services Representative at Charles Schwab
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About William A. Frick
Hello, I am a newly graduated student from UW-Milwaukee with an emphasis in finance. I am…
Experience
Financial Services Representative
May 2024 — Present · Phoenix, AZ, US
o Answer inbound calls from clients and tackle their complex issueso Educate clients about investment strategies, trading tools, market mechanics, and retirement choiceso Obtain the FINRA Series 7 & 63 licenses
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