Andrea Stephenson, CFP®

VP - Financial Consultant

+1 941-444-3026

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

35 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2005-present
  • Financial Consultant, AmSouth Investment Services Inc., 2002-2005
  • VP., Financial Consultant, Uvest Investment Services Inc., 1998-2002
  • Registered Representative, Barnett Securities, Inc,, 1989-1998

Education

  • BS, Risk Management Insurance, Florida State University
  • AA, Tallahassee Community College

Personal interests and affiliations

  • FSU Alumni Association
  • FPA Financial Planning Association
  • Manatee Chamber of Commerce

Standard mailing address:

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

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