Julie Marks

Independent Branch Financial Consultant

+1 732-298-6380

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses

Experience

30 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2013-present
  • Account Executive, Fidelity, 2010-2012
  • Financial Consultant, Charles Schwab, 1999-2010
  • Private Client Associate, First Union Bank, 1994-1999

Education

  • BA, English, Rutgers University

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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