Dan Cosgrove, AAMS®, RFC®

Independent Branch Leader and Financial Consultant

+1 774-608-5060

Financial credentials

  • Accredited Asset Management Specialist℠
  • Registered Financial Consultant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • Independent Branch Leader, Charles Schwab, 2023
  • Registered Representative, Moors & Cabot, 2007-2023
  • Tax Preparer, Riverbank, Inc, 2001-2022

Education

  • Mass College of Pharmacy
  • Bentley University
  • Brockton High School

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.