Carlos M. Alvarez, CFP®

VP - Financial Consultant

+1 407-754-3965

Financial credentials

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

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant Partner, Charles Schwab, 2017-2019
  • Operations Specialist, Charles Schwab, 2015-2017
  • Operations Associate, Charles Schwab, 2013-2015

Education

  • BS Business Administration, Finance & Marketing, University of Central Florida

Personal interests and affiliations

  • Financial Planning Association, Central Florida Chapter

Standard mailing address:

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

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