Andrew Morgasen, MBA

VP - Financial Consultant

+1 631-385-4881

Financial credentials

  • Master in Business Administration
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Advisor, Ameriprise Financial, 2012-2019

Education

  • MBA, Finance, Hofstra University
  • Bachelor of Arts, Psychology, SUNY Albany
  • Bachelor of Arts, Music Theory and Composition, SUNY Albany

Standard mailing address:

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

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