Andy Cheng, AAMS®

VP - Financial Consultant

+1 626-462-3529

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • AVP - Financial Consultant, CTBC Bank, 2021-2021
  • Senior Financial Consultant, TD Ameritrade, 2017-2021
  • AVP - Financial Solution Advisor, Bank of America Merrill Lynch, 2015-2017
  • Bilingual Investment Consultant, Scottrade, 2008-2015

Education

  • B.S. Business Administration, California State University, Los Angeles

Standard mailing address:

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

Modal can be closed by pressing Escape key.