Clay Muhlenkamp, AAMS®, CFP®

VP - Financial Consultant

+1 614-698-3354

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Sr. Financial Consultant, Charles Schwab, 2014-2019
  • Associate, Brokerage Service Rep, Charles Schwab, 2011-2014

Education

  • BA, Business Finance, Ohio State University

Standard mailing address:

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

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