Brian Petersen, CFP®

VP - Financial Consultant

+1 703-299-3262

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2018-2021
  • Client Relationship Specialist, Charles Schwab, 2016-2018
  • Investment Specialist, Merrill Edge, 2015-2016

Education

  • BS Finance, Brigham Young University
  • Certified Financial Planner

Standard mailing address:

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

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