Mary Lai, CFP®

VP - Financial Consultant

+1 408-446-7961

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1997-present
  • Financial Consultant, Merrill Lynch, 1996-1997
  • Marketing Director, Anresco, Inc., 1990-1995

Education

  • BA, University of California, Berkeley

Standard mailing address:

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

Modal can be closed by pressing Escape key.