Case Elder, CFA®

VP - Financial Consultant

+1 314-726-3601

Financial credentials

  • Chartered Financial Analyst®
  • Series 3, 7, 63, 66 Securities Licenses

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Senior Financial Consultant, TD Ameritrade, 2016-2018
  • Senior Futures and Options Trade Desk Specialist, Thinkorswim by TD Ameritrade, 2013-2016
  • Electronic Registered Representative, Thinkorswim by TD Ameritrade, 2011-2013

Education

  • BS, Kelley School of Business, Indiana University

Standard mailing address:

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

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