Bill Bauer

VP - Financial Consultant

+1 212-232-3252

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Managing Director, Sales and Trading, Clearview Trading Advisors, Inc., 2017-2020
  • Financial Consultant, J.P. Morgan Securities LLC, 2017-2017
  • Financial Consultant, Morgan Stanley, 2015-2017

Education

  • University of Hartford
  • Economics and Finance

Personal interests and affiliations

  • Yorkville Youth Athletic Association, Volunteer Coach, 2005 - 2016

Standard mailing address:

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

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