James A. Terry

VP - Financial Consultant

+1 909-921-0746

Financial credentials

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

Experience

34 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1995-present
  • Financial Consultant, Diversified Securities, 1991-1995

Education

  • MS, Business Organizational Management, University of La Verne
  • BA, Business/Personal Financial Planning, California State University, Fullerton

Standard mailing address:

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

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