Ron Roff, AAMS®

VP - Sr. Financial Consultant

+1 858-618-7221

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

17 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2012-present
  • Investment Consultant, Charles Schwab, 2011-2012
  • Registered Representative, Charles Schwab, 2009-2011
  • Financial Advisor, Waddell & Reed, 2008-2009

Education

  • Bachelor of Science, Communication & Journalism, Business (Minor), University of Kansas

Standard mailing address:

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

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