Alex Wall, CFP®

VP - Financial Consultant

+1 619-574-4811

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant Partner, Charles Schwab, 2021-2023
  • Client Relationship Specialist, Charles Schwab, 2020-2021
  • Sales Analyst, Strategic Capital Distributors, 2019-2019

Education

  • Bachelor's of Science, Finance, California State University of San Macos

Standard mailing address:

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

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