Tory O'Keefe

VP - Sr. Financial Consultant

+1 415-945-6410

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845


26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1998-present


  • B.S., School of Foreign Service, Georgetown University, Washington, D.C.
  • Completion of the Certified Financial Planning program, UC Berkeley, Extension

Standard mailing address:

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

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