John Scollo, AWMA®, CFP®, MBA

VP - Financial Consultant

+1 360-713-9829

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Lead Planner, Facet Wealth, 2020-2021
  • Senior Financial Consultant, TD Ameritrade, 2020-2021
  • Financial Advisor, ETRADE, 2015-2020
  • Financial Advisor, Fidelity Investments, 2013-2015

Education

  • Certified Financial Planner® Practitioner
  • Masters in Business Administration (MBA)

Standard mailing address:

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

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