Kevin Zhao

VP - Financial Consultant

+1 925-398-6559

Financial credentials

  • Series 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, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2010-2018

Education

  • MBA. Finance. Armstrong University
  • BA. International Trade. Shanghai Institute of Foreign Trade
  • BA. Mechanical Engineer. Shanghai Mechanical Engineering Specialty Institute

Standard mailing address:

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

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