Kyle Bergstrom

VP - Financial Consultant

+1 972-788-0659

Financial credentials

  • Series 6, 7, 9 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant Partner, Charles Schwab, 2017-2019
  • Associate Agent, Redfin Real Estate, 2015-2016
  • Staff Accountant, Mayer, Hoffman, McCann CPA, 2014-2015

Education

  • Biola University - BS Business Administration: Accounting
  • Biola University- Minor Biblical Studies
  • California Real Estate License

Personal interests and affiliations

  • Eagle Scout

Standard mailing address:

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

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