David Alanis
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-240-9214Financial 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