Jacob Becker, CFP®

Independent Branch Financial Consultant

+1 262-510-2120

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2017-present
  • Investment Consultant, Scottrade INC, 2012-2017

Education

  • University of Wisconsin-Milwaukee, BBA-Finance
  • Bryant University, Financial Planning Certificate

Standard mailing address:

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

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