Brian Wong

VP - Financial Consultant

+1 408-446-7981

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Associate Financial Consultant, Charles Schwab, 2010-2012
  • Specialist - Brokerage Service Representative, Charles Schwab, 2008-2010

Education

  • BS, Management and Finance, Purdue University: Krannert School of Management

Standard mailing address:

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

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