Eric Kozman

VP - Financial Consultant

+1 818-971-7412

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Registered Client service associate, Stifel Financial, 2022-2023
  • Personal Financial Associate, Northwest Bank/ LPL Financial, 2021-2022
  • Personal Banker, Northwest Bank, 2019-2021

Education

  • Bachelor's degree, Mass communication/Media studies

Standard mailing address:

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

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