Cortney Mcelroy, AAMS®, CFP®

VP - Financial Consultant

+1 623-979-3305

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2008-present
  • Sr Specialist-Advice, Charles Schwab, 2007-2008

Education

  • BA, Economics, University of Arizona

Standard mailing address:

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

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