Art Lopez

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-647-2585

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
  • Planning Consultant, Fidelity Investments, 2023-2024
  • ISR2/ Fixed Income Specialist, Fidelity Investments, 2021-2023
  • Partner Support, Charles Schwab, 2020-2021
  • Financial Service Representative, Charles Schwab, 2017-2020

Education

  • BS, Liberal Studies, ASU

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