Dan D'Elia, CFP®

VP - Financial Consultant

+1 212-850-0947

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Fidelity Investments, 2019-2021
  • Relationship Manager, Fidelity Investments, 2016-2019
  • Financial Representative, Fidelity Investments, 2014-2016

Education

  • Bachelors Degree, Finance, The College of New Jersey

Standard mailing address:

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

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