Robert Blunt, AAMS®, CWS®

VP - Sr. Financial Consultant

+1 805-351-0778

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

38 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • VP-Branch Manager, Charles Schwab, 2003-2020
  • VP-Branch Manager, Fidelity Investments, 1995-2002
  • VP-Account Executive, Fidelity Investments, 1993-1994

Education

  • MA, Management, University of Phoenix
  • BA, Management, University of Phoenix

Personal interests and affiliations

  • Veteran - United States Marine Corps. - Sergeant - 1980 - 1984

Standard mailing address:

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

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