Shuo Li

VP - Financial Consultant

+1 718-230-1951

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2018-2021
  • High Net Worth FSP, Charles Schwab, 2018-2018
  • Financial Services Professional, Charles Schwab, 2017-2018

Education

  • MS, Biology, Purdue University
  • BS, Biology and Chemistry, DePauw University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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