Gerald Mosley, Jr., AAMS®

VP - Financial Consultant

+1 800-482-0814

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 3, 7, 63, 66 Securities Licenses

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Trading Solutions Consultant, Charles Schwab, 2016-2021
  • Branch Relationship Specialist, Charles Schwab, 2014-2016
  • Active Trader Broker, Charles Schwab, 2007-2014

Education

  • BS, Financial Counseling and Planning, Purdue University
  • Organizational Leadership & Supervision, Purdue University

Standard mailing address:

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

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