Justin Lee

VP - Financial Consultant

+1 571-293-9433

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Financial Advisor, McAdam Financial, 2021-2023
  • Executive Financial Assistant, Cubix Inc., 2018-2021

Education

  • BBA, Economics, Temple University

Standard mailing address:

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

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