Chauncey Carter, MSF

VP - Financial Consultant

+1 610-263-3046

Financial credentials

  • Master of Science in Finance
  • Series 6, 7, 66 Securities Licenses

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Benefits & Planning consultant (Executive Services), Fidelity Investments, 2022-2024

Education

  • M.S. Finance, University of Baltimore
  • B.S. Finance, Morgan State University

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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