Alexa Serratos, CFP®

VP - Financial Consultant

+1 702-880-2030

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • Financial Solutions Advisor, Merrill Lynch, Pierce, Fenner, & Smith, 2020-2021
  • Financial Consultant, Equitable Advisors, LLC, 2017-2020

Education

  • BS, Business Administration; Finance, UC Riverside

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.