Bari Beilinson, CFP®

VP - Financial Consultant

+1 770-988-2733

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate, Financial Consultant, Charles Schwab, 2019-2020
  • Financial Consultant Academy, Charles Schwab, 2017-2019
  • Corporate Marketing Intern, Willies Restaurants, 2016-2017
  • Marketing Associate, Filmtribe, 2016-2016
  • Brand Representative, 5 Hour Energy, 2015-2016

Education

  • BBA- Marketing, Texas A&M University

Standard mailing address:

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

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