Charles Schwab's Executive Vice President of Investor Services, Terri Kallsen, has an impressive roster of financial designations to her name. Kallsen is a Certified Financial Planner™ practitioner, a Certified Wealth Strategist®, a member of the Financial Planning Association and she holds the Series 6, 7, 24, 63, 65 and 66 securities registrations.We asked her what advice she'd give to graduates hoping to break into her field, and what designations she recommends for the smartest approach to launching a career in financial services.
