Kelli Martin

VP - Assistant Branch Manager

+1 714-385-6002

Financial credentials

  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • Planning Consultant, Fidelity Investments, 2021-2021
  • Senior Relationship Manager, Fidelity Investments, 2017-2021
  • Relationship Manager, Fidelity Investments, 2014-2017
  • Financial Representative, Fidelity Investments, 2012-2014

Education

  • BS, Business Finance, University of San Francisco

Standard mailing address:

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

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