Omeed Assadi, CFP®

VP - Financial Consultant

+1 480-585-0248

Financial credentials

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

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Registered Representative, Charles Schwab, 2013-2017
  • Business Banker, Wells Fargo, 2012-2013
  • Banker, Wells Fargo, 2006-2012

Education

  • BS, Biomedical Sciences, Arizona State University

Standard mailing address:

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

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