Adam Zedan, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 949-718-5103

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • VP - Regional Planning Consultant, Fidelity Investments, 2017-2018
  • VP - Branch Office Manager, Fidelity Investments, 2015-2017
  • Financial Consultant, Fidelity Investments, 2010-2014
  • Financial Advisor, USAA, 2009-2010
  • Financial Advisor, Merrill Lynch, 2007-2008

Education

  • B.S. Finance, Arizona State University
  • International Business Certificate, Arizona State University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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