Catherine Woodside, CFP®, MSF

VP - Financial Consultant

+1 636-730-3503

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master of Science in Finance
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, TD Ameritrade, 2018-2022
  • Broker, Scottrade, Inc, 2014-2018

Education

  • Master of Science Finance from Webster University

Standard mailing address:

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

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