Asad Ali

VP - Financial Consultant

+1 818-971-7414

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, E*TRADE by Morgan Stanley, 2018-2023
  • Financial Advisor, Bank of America Merrill Lynch, 2014-2018
  • Financial Planner, MetLife, 2011-2014
  • Financial Services Advisor, Prudential, 2009-2010
  • Financial Services Associate, Foresters Financial (formerly known as First Investors Corporation), 2007-2008

Education

  • Bachelor of Sciences - Business Economics. UC Irvine.

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.