Marisol O'Neil, AAMS®

VP - Financial Consultant

+1 661-864-3883

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2010-present
  • Financial Representative, Charles Schwab, 2007-2014
  • Financial Representative, JP Morgan Chase/Rabobank/Citibank, 2001-2007

Education

  • AAMS (R), College For Financial Planning
  • Business Finance, University of Phoenix

Personal interests and affiliations

  • JJ's Legacy, Executive Board Member
  • Bakersfield Christian HS, Eagles Club Chair

Standard mailing address:

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

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