James Haney III

VP - Financial Consultant

+1 503-219-8527

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2018-2022
  • Financial Consultant, TD Ameritrade, 2018-2018
  • Financial Services Rep, TD Ameritrade, 2014-2018

Education

  • Texas Wesleyan University, B.S. English/Lib Studies

Standard mailing address:

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

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