Chris Wood, CFP®

VP - Financial Consultant

+1 513-361-8613

Financial credentials

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

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2015-2022
  • Investment Consultant, Fidelity Investments, 2014-2015
  • Registered Representative, Fidelity Investments, 2011-2014

Education

  • B.A, College of Wooster

Standard mailing address:

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

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