Brandon DeRamo, APMA®, AWMA®, CFP®, MPAS®

VP - Financial Consultant

+1 631-360-6438

Financial credentials

  • Accredited Portfolio Management Advisor℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master Planner Advanced Studies℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, TD Ameritrade/Charles Schwab, 2019-2022
  • Financial Advisor, Morgan Stanley, 2017-2018
  • Financial Advisor, AXA Advisors, 2017-2017

Education

  • Bachelor of Science, Economics, Famingdale State College
  • Master of Science, Personal Financial Planning, The College for Financial Planning

Standard mailing address:

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

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