Fredric Susser, CFP®, CWS®

VP - Sr. Financial Consultant

+1 480-315-2936

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 24, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • Wealth Manager, USAA, 2004-2010
  • Institutional Equity & Option Trader, Charles Schwab, 2000-2004
  • Retirement Education Specialist, Vanguard, 1996-2000

Education

  • BS, Business Administration, University of Arizona

Standard mailing address:

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

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