Tais De Rada, CFP®

VP - Financial Consultant

+1 619-574-4803

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2020-2022
  • Financial Consultant, TD Ameritrade, 2019-2020
  • Wealth Management Representative, Morgan Stanley, 2018-2018

Education

  • BA, Business Economics, University of California San Diego (UCSD)
  • Fluent in Spanish

Standard mailing address:

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

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