Colin Phoenix, CFP®

VP - Financial Consultant

+1 716-810-1172

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Director; Retirement Planner, Fidelity Investments, 2015-2016
  • Account Executive, Fidelity Investments, 2013-2015
  • Investments Representative, Fidelity Investments, 2012-2013
  • Financial Representative, Fidelity Investments, 2010-2012

Education

  • BS, Business Management, Canisius College

Standard mailing address:

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

Modal can be closed by pressing Escape key.