Cenk Kozulcali, CFP®

VP - Financial Consultant

+1 212-452-4523

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant, Fidelity Investments, 2015-2018
  • Financial Consultant, Fidelity Investments, 2008-2013
  • Investment Representative, Fidelity Investments, 2007-2008
  • Retirement Investment Specialist, Fidelity Investments, 2006-2007
  • IFMG Securities, Investment Associate, 2005-2006

Education

  • CFP (R)
  • Master of Science in Finance, Florida International University
  • BS in Marketing, University of West Florida

Standard mailing address:

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

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