Vinnie Fresquez, CFP®, CWS®

VP - Financial Consultant

+1 702-880-2019

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant Partner, Charles Schwab, 2018-2019
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • Client Relationship Specialist, Charles Schwab, 2017-2017
  • Specialist, High Net Worth Rep, Charles Schwab, 2016-2017
  • Associate, Brokerage Service Rep, Charles Schwab, 2015-2016

Education

  • BS, Business, Missouri Baptist University

Standard mailing address:

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

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