Brian Kwiatkowski, CFP®, CWS®

VP - Sr. Financial Consultant

+1 216-291-9365

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, The Oxford Group, Raymond James, 2004-2008
  • Financial Advisor, The Oxford Group, Advest Inc., 2001-2004
  • Financial Advisor, The Oxford Group, Morgan Stanley, 1999-2001
  • Sergeant, OH Army National Guard, 1995-2001
  • Sergeant, US Army, 1992-1995

Education

  • BA, Economics, Ohio University
  • CERTIFIED FINANCIAL PLANNER
  • Notary Public

Standard mailing address:

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

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