Andrew Falla

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6178

Financial credentials

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

Experience

13 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

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