Matthew Stevens, CFP®

VP - Financial Consultant

+1 206-287-3805

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant Partner, Charles Schwab & Co., Inc., 2016-2018
  • Financial Service Professional, Charles Schwab & Co., Inc., 2015-2016

Education

  • Bachelor of Science in Finance, University of Colorado

Standard mailing address:

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

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