Carolyn Haan, CFP®

VP - Financial Consultant

+1 918-594-4688

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Solutions Advisor, Merrill Edge, 2018-2020
  • Associate Financial Advisor, Wells Fargo Advisors, 2010-2018
  • Senior Registered Client Associate, A G Edwards, 2005-2008
  • Registered Client Associate, Arvest Asset Management, 2002-2005

Education

  • Bachelor of Science, Business Administration and Human Resource, Oklahoma Wesleyan University

Standard mailing address:

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

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