Lisette Treske

VP - Sr. Financial Consultant

+1 214-706-4417

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2014-2022
  • Business Development Specialist, TD Ameritrade, 2013-2014

Education

  • University of Miami
  • Coral Gables, FL
  • Bachelor, Business Legal Studies and Finance

Personal interests and affiliations

  • Board Member - Helping Hands for Single Moms Dallas
  • TD Ameritrade Circle of Champions (Platinum), 2016, 2017, 2018, 2019, 2020
  • Silver Lifetime Achievement Award; 18X Presidents Club
  • Leadership Award Recipient

Standard mailing address:

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

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