Daniel Osorio

VP - Financial Consultant

+1 310-546-4110

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Investment Consultant, Fidelity Investments, 2020-2021
  • Financial Consultant Partner, Charles Schwab, 2019-2020
  • Client Relationship Specialist, Charles Schwab, 2018-2019
  • Registered Personal Banker, Wells Fargo, 2017-2018
  • Personal Banker, Wells Fargo, 2015-2017

Education

  • BA, Business Finance, Southern New Hampshire University

Standard mailing address:

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

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