Luke Derfus

VP - Financial Consultant

+1 212-450-1810

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2024-2025
  • New Client Investment Consultant, Charles Schwab, 2021-2024
  • High Net-Worth Trading Specialist, Charles Schwab, 2019-2021
  • Financial Services Professional, Charles Schwab, 2018-2019

Education

  • BBA, Finance, Texas State University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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