Christine Yu, CFP®, MBA

VP - Financial Consultant

+1 312-516-3193

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, TD Ameritrade, 2017-2022
  • Investment Consultant, Scottrade, 2016-2017
  • VP - Financial Consultant, Fidelity Investments, 2006-2016
  • Financial Consultant, Harrisdirect, 2003-2006
  • Financial Consultant, Charles Schwab, 2000-2003

Education

  • MBA in Finance, University of Illinois at Urbana-Champaign
  • Ph.D. in Agricultural Economics, Kyoto, Japan

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.