Ari Strait, CFP®

VP - Sr. Financial Consultant

+1 301-941-9813

Financial credentials

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

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab, 2012-2014
  • Client Service Specialist, Charles Schwab, 2008-2012
  • Research Assistant, Securities Litigation and Consulting Group, 2006-2008

Education

  • BS, Finance & Insurance, Northeastern University

Standard mailing address:

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

Modal can be closed by pressing Escape key.