Ian Stuart, CFP®

VP - Financial Consultant

+1 503-721-2433

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2008-present
  • Schwab Portland Branch, 2004-2008
  • Schwab, San Francisco, 2000-2004
  • Atlas Funds, 1997-2000
  • Dean Witter, 1996-1997

Education

  • BA, Business with Finance concentration, Minor in Economics, Eastern Washington University

Standard mailing address:

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

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