Charles Choe, CFP®, CWS®

VP - Branch Manager

+1 602-553-8065

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2016-present
  • Sr. Manager, Charles Schwab, 2015-2016
  • VP - Financial Consultant, Charles Schwab, 2013-2015
  • Associate Financial Consultant, Charles Schwab, 2011-2013
  • Stock Broker, Scottrade, 2009-2010
  • Financial Advisor, Edward Jones, 2008-2008

Education

  • Bachelors in Science, Finance, Arizona State University

Standard mailing address:

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

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