Andy Chan

VP - Financial Consultant

+1 415-242-2156

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Senior Preferred Banker, First Republic Bank, 2021-2023
  • Private Client Banker, JPMorgan Chase & Co, 2014-2021

Education

  • BS, Business Administration: Marketing, San Francisco State University

Standard mailing address:

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

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