Carter Kelly

VP - Financial Consultant

+1 212-213-3769

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Financial Consultant Academy, Charles Schwab, 2021-2022

Education

  • Bachelor Degree, Finance, Florida Gulf Coast University
  • Bachelor Degree, PGA Golf Management, Florida Gulf Coast University

Standard mailing address:

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

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