Art Lopez
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-647-2585Financial 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