Braulio Diaz, CFP®

VP - Financial Consultant

+1 305-755-5303

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2020
  • Investment Consultant, Scottrade, Inc., 2015-2018
  • Bilingual Branch Intern, Scottrade, Inc., 2013-2015

Education

  • Bachelor of Business Administration, Finance, Florida International University

Personal interests and affiliations

  • Rebuilding Together
  • HOPE- Naples Florida

Standard mailing address:

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

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