Andrew Veth, CFP®

VP - Sr. Financial Consultant

+1 202-530-1843

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • VP, Financial Consultant, Fidelity Investments, 2014-2021
  • Financial Consultant, Fidelity Investments, 2010-2014
  • Investments Representative, Fidelity Investments, 2008-2010
  • 401k Specialist, Fidelity Investments, 2006-2008

Education

  • East Carolina University
  • Bachelor of Science in Business Administration
  • Finance

Standard mailing address:

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

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