Corey Elliott, CFP®

VP - Financial Consultant

+1 941-362-8706

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, Fidelity Investments, 2018-2021
  • Assigned Relationship Manager, Fidelity Investments, 2017-2018
  • Senior Investment Specialist, Fidelity Investments, 2016-2017
  • High Net Wort Representative, Fidelity Investments, 2015-2016
  • Benefit Advisor, Association Member Benefit Advisors, 2014-2015

Education

  • BS, Business Management, University of Northern Colorado

Standard mailing address:

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

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