Cristopher Llopiz Osorio, APMA®

VP - Financial Consultant

+1 401-588-5018

Financial credentials

  • Accredited Portfolio Management Advisor℠
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • AVP Merrill Financial Solutions Advisor, Merrill Lynch, 2023-2024
  • Associate Financial Advisor, Ameriprise, 2020-2023
  • Retail Financial Advisor, Oriental Bank, 2019-2020

Education

  • Fairfield University

Personal interests and affiliations

  • President of The Puerto Rican Professional Association of RI

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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