Roy Chavez, AAMS®, CFP®

VP - Financial Consultant

+1 480-315-3756

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2007-present
  • Education Specialist, Charles Schwab, 2006-2007
  • Portfolio Consultant, Charles Schwab, 2003-2006
  • Registered Representative, Charles Schwab, 2000-2003

Education

  • BS. Economics, Arizona State University, 1999.
  • BA. French, Arizona State University, 1999.
  • Minor: International Business, Arizona State University, 1999.

Personal interests and affiliations

  • Boys & Girls Club, Money Matters Leader & Facilitator

Standard mailing address:

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

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