Estevan Troche
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 628-218-1441Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 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