Lisa Quartarone, CWS®

VP - Financial Consultant

+1 310-546-1994

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Wealth Advisor, Wells Fargo Private Bank, 2011-2012
  • Wealth Management Advisor, US Bank Private Client Reserve, 2009-2011
  • Relationship Manager, Wachovia, 2008-2009
  • Account Executive, Fidelity Investments, 1998-2008
  • Compliance Specialist, LifeUSA Insurance Co., 1995-1998

Education

  • St. Cloud State University
  • Bachelor of Arts
  • Political Science

Standard mailing address:

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

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