Cindy Lee

VP - Financial Consultant

+1 912-652-6476

Financial credentials

  • Series 3, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

33 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2000-present
  • Financial Consultant, Merrill Lynch, 1998-2000
  • Financial Futures Sales Associate, Daiwa Securities America Inc., 1993-1996
  • Accounting, Daiwa Securities America Inc., 1989-1993

Education

  • Business Administration, Manhattan Community College

Standard mailing address:

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

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