Stephen Andrusky, CFP®

VP - Financial Consultant

+1 949-224-8051

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 4, 7, 24, 53, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2014-2018
  • Advisor Services, Union Bank, 2011-2014
  • Financial Services Representative, Zecco Trading, 2009-2011
  • Brokerage Operations Trading Lead, Wamu Investments, 2001-2009

Education

  • B.A. Business Administration, California State University Fullerton
  • Certificate Personal Financial Planning, UCI

Personal interests and affiliations

  • Boys and Girls Club of America, Volunteer

Standard mailing address:

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

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