Mr. Roberto I. Ortega, CFP®

VP - Financial Consultant

+1 281-362-2210

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2015-2021
  • Private Client Banker, JP Morgan, 2014-2015
  • Banker, Bank of America, 2011-2014

Education

  • Sam Houston State University
  • Bachelor's Degree of Science

Standard mailing address:

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

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