Charles Wicke, CFP®

VP - Financial Consultant

+1 561-416-4985

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab & Co., 2015-2017
  • Investment Solutions Representative, Fidelity Investments, 2015-2015
  • Financial Representative, Fidelity Investments, 2014-2015

Education

  • Bachelor of Science, Finance, Florida State University

Standard mailing address:

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

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