Allan Gu

VP - Sr. Financial Consultant

+1 908-516-5023

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2012-present
  • AVP Financial Advisor, JPMorgan Chase, 2009-2012
  • Sr. Financial Consultant, TD Ameritrade, 2012
  • VP Financial Consultant, Schwab, 2020

Education

  • Bachelor of Arts, City University of New York, Queens College

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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