Chase Goulart

VP - Financial Consultant

+1 415-447-4963

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate, Financial Consultant, Charles Schwab, 2020-2021
  • Financial Consultant Academy, Charles Schwab, 2018-2020

Education

  • BS, Finance, Dominican University of California

Standard mailing address:

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

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