Brett A. Chelf, CWS®

VP - Sr. Financial Consultant

+1 703-761-1594

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • VP - Financial Consultant, Charles Schwab, 2012-2020
  • VP - Branch Manager, Charles Schwab, 2001-2012
  • Sr. Investment Specialist, Charles Schwab, 1999-2001
  • Investment Specialist, Charles Schwab, 1995-1999
  • Financial Planner, American Express Financial Advisors, 1993-1995

Education

  • BS, Business Administration - Finance, American University

Standard mailing address:

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

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