Patrick Bentivegna, AAMS®, AWMA®

VP - Sr. Financial Consultant

+1 707-569-7814

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • Series 4, 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Senior Regional Bond Specialist, Charles Schwab, 2002-2008
  • Manager/Representative Schwab 500 Options, Charles Schwab, 1996-2002
  • Investment Specialist, Charles Schwab, 1994-1996

Education

  • BS, Business Finance, California State University, Chico

Standard mailing address:

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

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