Ayezah Holmes, AAMS®, AWMA®

VP - Financial Consultant

+1 707-569-7818

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant Partner, Charles Schwab, 2021-2022
  • Financial Consultant Academy, Charles Schwab, 2019-2021
  • Intern/ Teller, Independent Financial, 2019-2019
  • Bank Teller, JP Morgan Chase, 2018-2019

Education

  • BA, Finance, University of North Texas

Personal interests and affiliations

  • Beta Gamma Sigma

Standard mailing address:

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

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