Michael Smith

VP - Financial Consultant

+1 760-836-3070

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2014-2021
  • Client Service Specialist, Charles Schwab, 2010-2014
  • Customer Service & Support, Charles Schwab, 2007-2010

Education

  • Capella University
  • BS, Business Administration

Standard mailing address:

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

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