Adam Smolnycki, CFP®

VP - Financial Consultant

+1 865-671-1435

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2013-2018

Education

  • BA - Finance - East Tennessee State University

Personal interests and affiliations

  • Knoxville Estate Planning Council - since 2022

Standard mailing address:

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

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