Henry Wong, CMT®

VP - Financial Consultant

+1 626-462-3530

Financial credentials

  • Chartered Market Technician®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Associate Financial Consultant, Charles Schwab, 2013-2015
  • Client Services Specialist, Charles Schwab, 2010-2013
  • Chief Investment Officer / Owner, H and L Capital Management, Inc., 2004-2010
  • Vice President of Research, Pinnacle Asset Management, LLC, 2003-2004
  • Investment Specialist II, Charles Schwab, 1998-2003

Education

  • Business Administration, Cal Poly Pomona

Personal interests and affiliations

  • Church in Monterey Park, Groups Leader / Contributing Member
  • Southern California Young People Work, Youth Leader / Group Leader
  • Market Technical Association, Chartered Market Technician (CMT)
  • International Federation of Technical Analysts, Certified Financial Technician (CFTe)

Standard mailing address:

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

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