Erick Loyola

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-400-5019

Financial 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

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