Remy Bolea, AAMS®, CFP®

VP - Financial Consultant

+1 303-780-0911

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2014-2016
  • High Net Worth Broker, Charles Schwab, 2013-2014
  • Active Trader Services Broker, Charles Schwab, 2012-2013
  • Registered Representative, Charles Schwab, 2011-2012

Education

  • BSBA, Finance, University of Denver

Standard mailing address:

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

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