Andrew Falla
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-943-6178Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Investment Consultant, Charles Schwab, 2018-2021
- Sr Specialist, New Client Concierge, Charles Schwab, 2017-2018
- Financial Solutions Advisor, Bank of America/Merrill Lynch, 2015-2017
Education
- Linfield College - Bachelor's Degree - Finance Major, Economics Minor
Personal interests and affiliations