William B. Wang, AWMA®

VP - Financial Consultant

+1 408-446-7974

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2016-2017
  • Client Service Specialist, Charles Schwab, 2014-2016
  • Financial Professional Associate, Prudential Financial, 2013-2014

Education

  • Business Administration B.S., Finance, San Jose State University

Standard mailing address:

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

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