Jeff Cote, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 707-569-7810

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

0 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2012-present
  • Branch Manager, Charles Schwab & Co., Inc, 2009-2012
  • Financial Consultant, Charles Schwab & Co., Inc, 2003-2009
  • Client Service Supervisor, Charles Schwab & Co., Inc, 2000-2003
  • Investment Specialist, Charles Schwab & Co., Inc, 1997-2000
  • Dividend Specialist, Charles Schwab & Co., Inc, 1996-1997

Education

  • MFA, Indiana University - 1995
  • BA, Sonoma State University - 1992

Standard mailing address:

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

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