Aaron Lin, CFP®

VP - Financial Consultant

+1 929-437-5680

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 4, 7, 24, 55, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2022
  • Bilingual Investment Consultant, Scottrade, 2013-2018
  • Associate, Knight Equity Markets, 2006-2010

Education

  • Binghamton University School of Management
  • Bachelor of Science in Business Administration
  • Concentration : Finance

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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