Elise Lee

VP - Financial Consultant

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Financial Consultant, Fidelity Investments, 2022-2025
  • Investment Consultant, Fidelity Investments, 2021-2022
  • Financial Representative, Fidelity Investments, 2019-2021
  • Relationship Manager, Bank of America, 2018-2019
  • Financial Advisor, Fraser Financial Group, 2016-2018

Education

  • BA - History, University of California, Los Angeles (UCLA)

Standard mailing address:

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

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