Erik Pedersen, CFP®, MBA

VP - Branch Manager

509-835-3890

Financial credentials

  • CERTIFIED FINANCIAL PLANNER® Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2025-present
  • VP - Assistant Branch Manager, Charles Schwab, 2023-2025
  • Director, Compliance and Field Supervision, HighTower Advisors, 2019-2023
  • Director, Administrative Manager, UBS, 2017-2019
  • Manager, Fidelity Investments, 2013-2017

Education

  • MBA, Utah State University
  • BA, Economics, University of Utah

Standard mailing address:

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

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