Jennifer Tao

VP - Financial Consultant

+1 650-340-6008

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2021-2022
  • Financial Consultant, TD Ameritrade, 2018-2021
  • Financial Consultant, Scottrade, 2017-2018
  • Financial Services Associate, Wells Fargo, 2014-2017

Education

  • Bachelor of Science in Mathematics, State University of New York at Buffalo

Standard mailing address:

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

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