Max Brand, CFP®

VP - Financial Consultant

+1 480-513-6908

Financial credentials

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

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Specialist, High Net Worth, Charles Schwab, 2021-2023
  • Associate, Brokerage Service, Charles Schwab, 2021-2021

Education

  • BS, Finance and Economics, Grand Canyon University

Personal interests and affiliations

  • Charles Schwab Military Veterans Network 2021-present
  • United States Navy 2012-2016

Standard mailing address:

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

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