Estevan Troche

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 628-218-1441

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • Client Relationship Specialist, Charles Schwab, 2020-2021
  • Private Client Specialist, TD Ameritrade, 2019-2020
  • Investor Services, USAA, 2018-2018

Education

  • Bachelor's Degree- Criminology and Criminal Justice- University of Texas at Arlington

Personal interests and affiliations

  • Boys and Girls club of America - 2014-2015

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