Dex Yudelson, CFP®

VP - Financial Consultant

+1 858-523-2441

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • Financial Service Professional, Charles Schwab, 2016-2017

Education

  • BA, Business Economics with Concentration in Finance, MSU Denver

Standard mailing address:

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

Modal can be closed by pressing Escape key.