A.J. David, CRPC®

VP - Financial Consultant

+1 212-362-4548

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Merrill Lynch, 2018-2022

Education

  • St. Johns University
  • Bachelor of Science - Sports Management

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.