Ben Lundquist

VP - Financial Consultant

+1 408-522-3009

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, TD Ameritrade, 2020-2021
  • Wealth Management Consultant, US Bancorp Investments, 2017-2020
  • Private Client Specialist, Fidelity Investments, 2010-2014

Education

  • BA, Business Economics, UC Santa Barbara

Standard mailing address:

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

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