Joey Coleman, CFP®

VP - Financial Consultant

+1 314-726-3606

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Portfolio Trader, Stifel, 2018-2020
  • Relationship Manager, Scottrade, 2014-2018

Education

  • BS, Personal Financial Planning Lindenwood University

Standard mailing address:

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

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