Charles Solomon, CFP®, MBA

VP - Financial Consultant

+1 631-360-6419

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Equitable, 2016-2021
  • Specialist/Designated Market Maker, Barclays, 1992-2016

Education

  • MBA Finance Baruch College
  • BA Economics Binghamton University

Standard mailing address:

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

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