Andrew Yi

VP - Financial Consultant

+1 469-304-4777

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2016-2022
  • Associate Financial Consultant, Charles Schwab, 2009-2016
  • Client Manager, Banc of America Investment Services, 2007-2009
  • Trader, 1st Global Capital, 2006-2007
  • Financial Advisor, Chase Investment Services, 2005-2006

Education

  • BS, Business Management, University of Texas @ Dallas

Standard mailing address:

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

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