William Roche

VP - Financial Consultant

+1 760-602-5928

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • VP - Financial Consultant, TD Ameritrade, Inc., 2016-2022
  • Financial Advisor, Waddell & Reed Financial, Inc., 2014-2016

Education

  • BBA, Business Economics, University of San Diego

Personal interests and affiliations

  • National MS Society

Standard mailing address:

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

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