Rory Eldredge, CFP®

VP - Financial Consultant

+1 808-529-8169

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Director of Supervision & Investment Operations, Northwestern Mutual Investment Services LLC, 2024-2025
  • Associate Agent, Jameson Delgadillo, 2024-2025
  • Help Desk, Investment Solutions, Fidelity Investments, 2011-2024

Education

  • Bachelor of Arts, Economics, University of Utah

Personal interests and affiliations

    Standard mailing address:

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

    Modal can be closed by pressing Escape key.