Julia Foster, MBA

Independent Branch Financial Consultant

+1 325-480-0240

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2022-present
  • IB Associate Financial Consultant, Charles Schwab, 2020-2022
  • IB Client Service Specialist, Charles Schwab, 2020-2020
  • Home Loan Post Closing Specialist, Citizens Bank, 2018-2021
  • Marketing Specialist, MDF Design and Consulting, LLC, 2018-2022
  • High Net Worth Registered Representative, Fidelity Investments, 2015-2016

Education

  • MBA, Texas Woman's University
  • BGS, Texas Woman's University

Standard mailing address:

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

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