Bill Hennessey

Independent Branch Financial Consultant

+1 859-308-1425

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2018-present
  • Wealth Management Advisor, TIAA, 2015-2017
  • Advisor Services Relationship Manager, Charles Schwab, 2007-2014
  • Financial Consultant, TD Ameritrade, 2005-2007
  • Financial Consultant, Fidelity Investments, 1997-2005

Education

  • BA, Labor and Industrial Relations, University of Cincinnati

Standard mailing address:

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

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