Angel Wang, AWMA®

VP - Financial Consultant

+1 415-856-8183

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 6, 7, 63, 66 Securities Licenses

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • SR Financial Consultant, TD Ameritrade, 2019-2022
  • Client Service Specialist, TD Ameritrade, 2019-2019
  • Client Relationship Manager, Bank of America, 2018-2018
  • Private Client Banker, JP Morgan Securities LLC, 2012-2017
  • Branch Assistant Manager, WellsFargo Bank, 2011-2012

Education

  • BA, LiaoNing University, China
  • CRPC, College of Financial Planning
  • AWMA, College of Financial Planning

Personal interests and affiliations

  • Asian Professionals Inclusion Network (APIN) at Schwab

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.