Anny Chien

VP - Financial Consultant

+1 949-955-5868

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • VP - Financial Consultant, Fidelity Investments, 2019-2025
  • VP-Financial Solutions Advisor, Merrill, 2017-2019
  • Registered Associate, Morgan Stanley, 2014-2017

Education

  • BA, Economics, UC Berkeley

Personal interests and affiliations

  • Fluent in Mandarin and conversational Japanese.

Standard mailing address:

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

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