Wes Martinez, AAMS®, AWMA®, CFP®, CWS®

VP - Financial Consultant

+1 504-566-4227

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

35 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2003-present
  • VP - Branch Manager, Charles Schwab, 1998-2003
  • Team Manager, Charles Schwab, 1993-1998
  • Investment Specialist, Charles Schwab, 1989-1993

Education

  • BS, Finance, Nicholls State University
  • Certified Financial Planner
  • Certified Wealth Strategist
  • AWMA and AAMS

Standard mailing address:

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

Modal can be closed by pressing Escape key.