Nia Lutfi, AAMS®

VP - Financial Consultant

+1 408-467-7085

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Merrill Lynch, 2020-2022
  • Premier Banker, Wells Fargo, 2020-2020
  • Financial Advisor Development Program, Merrill Lynch, 2018-2020
  • Operations Manager, Bank of America, 2015-2018
  • Senior Personal Banker, U.S. Bank, 2013-2015

Education

    Personal interests and affiliations

      Standard mailing address:

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

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