Alexander Trainer, AAMS®, CFP®

VP - Financial Consultant

+1 515-698-4201

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Charles Schwab, 2021-2024
  • Investment Consultant, Charles Schwab, 2020-2021
  • Sr. Retirement Specialist, Charles Schwab, 2016-2020
  • Retirement Specialist, Principal Financial Group, 2014-2016

Education

  • BA, Spanish, University of Iowa

Standard mailing address:

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

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