Bray Zhang, CFP®, MBA

VP - Financial Consultant

+1 516-498-3704

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2017-2018

Education

  • MBA, Johnson & Wales University
  • BS, Chemical Engineering, Tianjin Polytechnic University

Standard mailing address:

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

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