Annalea Ambraziejus, CFP®

VP - Financial Consultant

+1 617-210-7406

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2020-2022
  • Financial Consultant, TD Ameritrade, 2015-2020
  • Business Development Specialist, TD Ameritrade, 2014-2015

Education

  • Bachelor of Science in Commerce & Business Administration, Finance & Economics, University of Alabama

Standard mailing address:

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

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