Alex Cassidy, AAMS®

VP - Financial Consultant

+1 925-875-5518

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2020-2022
  • High Networth Specialist, Charles Schwab, 2019-2020
  • Licensed Trader, Charles Schwab, 2019-2021

Education

  • BA, Labor Employment Relations, The Pennsylvania State University

Standard mailing address:

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

Modal can be closed by pressing Escape key.