Scott Lee

VP - Financial Consultant

+1 949-432-3580

Financial credentials

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

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab & Co., 2022-2024
  • Client Relationship Specialist, Charles Schwab & Co., 2021-2022

Education

  • Bachelor of Arts, Finance, Cal State Fullerton

Standard mailing address:

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

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