Scott Riesen, CFP®

VP - Financial Consultant

+1 805-884-4206

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Branch Manager, TD Ameritrade, 2014-2018
  • Financial Consultant, TD Ameritrade, 2008-2013
  • Financial Consultant, Morgan Keegan & Co, 2007-2008
  • Financial Consultant, AmSouth Investments, 2005-2007
  • Financial Consultant, Waddell & Reed, 2004-2005

Education

  • B.S.B.A - Finance, University of Central Florida

Personal interests and affiliations

  • U.S. Navy Veteran

Standard mailing address:

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

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