Clinton J. Samuel, CFP®

VP - Financial Consultant

+1 216-291-9309

Financial credentials

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

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Advisor, Wentz Financial Group, 2016-2018
  • Relationship Banker, J.P. Morgan Chase Bank, 2011-2016

Education

  • College for Financial Planning
  • BA, University of Toledo

Personal interests and affiliations

  • The Cleveland Orchestra; The Circle, Executive Board

Standard mailing address:

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

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