Steven Montgomery

VP - Sr. Financial Consultant

+1 858-523-2445

Financial credentials

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

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2003-present
  • Financial Advisor, American Express, 2001-2003

Education

  • BA, Pepperdine University

Standard mailing address:

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

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