Brian C. Yee, CFP®, CWS®

VP - Sr. Financial Consultant

+1 571-635-4580

Financial credentials

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

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2017-present
  • VP, Financial Consultant, Fidelity Investments, 2005-2017

Education

  • BBA, Financial Services - Financial Planning, University of North Florida

Standard mailing address:

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

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