Patrick Maj, CFP®

VP - Financial Consultant

+1 702-269-7670

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Financial Advisor, JP Morgan Securities, LLC, 2016-2017
  • Financial Solutions Advisor, Bank of America Merrill Lynch, 2015-2016
  • Associate Financial Consultant, Charles Schwab, 2015-2015
  • Investment Consultant, Charles Schwab, 2008-2015
  • Shareholder Account Professional, Capital Group American Funds, 2006-2008

Education

  • BA, University of Colorado at Boulder

Personal interests and affiliations

  • Junior Achievement of Southern Nevada

Standard mailing address:

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

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