Dan Alexander, CFP®

VP - Financial Consultant

+1 404-364-1926

Financial credentials

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

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Financial Consultant, Fidelity Investments, 2014-2017
  • Investments Representative, Fidelity Investments, 2010-2014
  • Retirement Solutions Representative, Fidelity Investments, 2008-2010
  • Trader, Fidelity Investments, 2008-2008

Education

  • University of Toledo Bachelors Degree in Finance

Personal interests and affiliations

  • Brookhaven Peach Runners
  • East Coast Trail and Ultra Runners

Standard mailing address:

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

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