David Alanis

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-240-9214

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2025-present

Education

    Personal interests and affiliations

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