Sable Potts

VP - Assistant Branch Manager

+1 310-712-3867

Financial credentials

  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • VP- Financial Consultant, Charles Schwab, 2022-2023
  • Financial Consultant, Fidelity Investments, 2020-2022
  • Senior Relationship Manager, Fidelity Investments, 2018-2020
  • Private Wealth Management Relationship Manager, Fidelity Investments, 2017-2018
  • Relationship Manager, Fidelity Investments, 2016-2017

Education

  • Personal Financial Planning Certificate- UCLA Extension
  • BA, Communication Studies- California State University, Northridge

Standard mailing address:

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

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