Alyissa Soriano

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 945-300-1098

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • New Client Investment Consultant, Charles Schwab, 2021-2022
  • Institutional Associate, Charles Schwab, 2019-2021
  • Associate Vice President, Personal Capital, 2018-2019
  • Advisory Services Associate, United Capital, 2016-2018

Education

  • Bachelors Degree, Managerial Finance, University of Mississippi

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