Julio Naveda
Specialist Brokerage Service Representative at Charles Schwab
Based in Austin, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Austin
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
Phone
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Background
About Julio Naveda
Bilingual (English-Spanish) financial professional with over 10 years of diverse experience in financial services, brokerage operations, sales and customer support. Proven leadership in supervisory roles, client escalations, and training. Strong expertise in retirement planning, technical analysis, risk management, and FINRA/NASAA compliance. Military background as a Naval Lieutenant enhances strategic thinking, discipline, and operational excellence. Currently delivering high-impact service at Charles Schwab, supporting retirement plan participants and promoting financial literacy.
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