Anthony Pereira, CFP®

Financial Consultant - Financial Solutions Branch

Representative available by appointment only.

+1 845-485-6219

Financial credentials

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

Experience

24 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2017-present
  • Financial Consultant, AXA Advisors, 2016-2017
  • Portfolio Manager, Capital Preservation Partners Inc., 2004-2016
  • Financial Consultant, Charles Schwab & Co. Inc., 1999-2004

Education

  • New York University BA

Standard mailing address:

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

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