Luis Cruz

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6205

Financial credentials

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

Experience

6 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Financial Consultant Academy, Charles Schwab, 2019-2020
  • Associate Financial Consultant, Charles Schwab, 2020-2021

Education

  • Texas A&M University - Bachelors of Science in Mathematics

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