Erick Loyola
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 888-400-5019Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Supervisor, Victory Capital Services, 2019-2022
- Investment Representative, USAA Investment Management Company, 2018-2019
- Client Relationship Officer, Security Service Federal Credit Union, 2017-2018
- Financial Advisor, Edward Jones, 2016-2017
Education
- Bachelor of Arts, Communication Studies, Texas State University
Personal interests and affiliations
- Fatherhood Initiative, 2022