Ben Swain, CRPC®

VP - Financial Consultant

+1 860-570-4041

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 6, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Sr. Consultant, Planning & Advisory, Empower Retirement, 2022-2023
  • Branch Manager/Sr. Financial Consultant, TD Ameritrade, 2015-2021
  • Financial Advisor, Equitable, 2011-2014
  • Retirement Councelor, Prudential Retirement, 2007-2011
  • Retirement Education Consultant, Putnam Invesments, 1999-2007

Education

  • BS, Business Administration, Capella University

Standard mailing address:

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

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