Peggy Tong

VP - Financial Consultant

+1 626-810-0787

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Solution Advisor, Merrill Lynch, Pierce, Fenner & Smith, Inc, 2014-2023
  • Investment Consultant, Scottrade, 2004-2014

Education

  • BS, Finance, Real Estate & Law, Cal Poly Pomona

Standard mailing address:

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

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