Bao Le

VP - Financial Consultant

+1 469-304-4778

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2019-2022
  • Vice President, Personal Capital, 2017-2019
  • Senior Financial Consultant, TD Ameritrade, 2014-2017
  • Regional Vice President, BNY Mellon, 1998-2014

Education

  • Bachelor of Arts, Psychology, State University of New York at Stony Brook

Standard mailing address:

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

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