Alec M. Birkhold

VP - Financial Consultant

+1 312-348-7476

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2019-2021
  • Specialist, High Net Worth Representative, Charles Schwab & Co., Inc., 2018-2018
  • Associate, Brokerage Service Representative, Charles Schwab & Co., Inc., 2017-2018

Education

  • BA, Economics, Indiana University
  • Bloomington, IN

Standard mailing address:

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

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