Jacqueline Tran

VP - Financial Consultant

+1 248-740-0009

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Fidelity Investments, 2021-2022
  • VP - Senior Financial Consultant, Comerica Securities, Inc, 2019-2021
  • VP - Financial Advisor, Citizens Securities, Inc, 2018-2019
  • VP - Financial Consultant, Flagstar Bank/Infinex Investments, Inc, 2013-2018
  • VP - Financial Advisor, Chase Investment Services Corp/J.P. Morgan Securities, 2010-2013

Education

  • Bachelor of Business Administration - BBA, Finance, Eastern Michigan University
  • Bachelor of Arts - BA, International Business & Foreign Languages

Personal interests and affiliations

  • Music, traveling, foreign languages, mentoring professionals

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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