Mark Krogulski, CFP®

VP - Financial Consultant

+1 562-592-7260

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Financial Adviser, Merrill Lynch, 2014-2016
  • Investment Consultant, Charles Schwab, 2005-2014
  • Financial Representative, Fidelity Investments, 2004-2005
  • Sr Financial Consultant, Banc One, 2003-2004
  • Investment Consultant, TD Waterhouse, 2000-2003

Education

  • BS, Business Administration, Illinois State University

Standard mailing address:

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

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