Anthony Liu, CWS®

VP - Branch Manager

+1 408-341-4660

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 66 Securities Licenses

Experience

19 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • Market Manager, TD Ameritrade, 2016-2021
  • VP - Branch Manager, Fidelity Investments, 2013-2016
  • VP - Regional Planning Consultant, Fidelity Investments, 2011-2013
  • VP - Sr. Account Executive, Fidelity Investments, 2009-2011
  • Financial Planning Consultant, Fidelity Investments, 2005-2009

Education

  • University of California, Berkeley
  • BS, Economics

Standard mailing address:

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

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