Phillip Mortensen

VP - Financial Consultant

+1 925-974-2941

Financial credentials

  • 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, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2015-2018
  • Fidelity Investments, Financial Representative II, 2014-2015
  • Fidelity Investments, Full Trader, 2012-2014

Education

  • BA. International Relations/ Political Science, UC San Diego

Standard mailing address:

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

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