Joshua Ardelean, AAMS®, CWS®

VP - Financial Consultant

+1 480-637-1282

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 3, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Investment Consultant, Charles Schwab, 2012-2015
  • Registered Representative, Charles Schwab, 2010-2012
  • Trading Consultant, Charles Schwab, 2015-2020

Education

  • Arizona State University
  • Bachelors of Science in Global Business and Management

Standard mailing address:

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

Modal can be closed by pressing Escape key.