Danny Williams, CFP®

VP - Financial Consultant

+1 919-743-4639

Financial credentials

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

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, Fidelity Investments, 2019-2020
  • Investment Consultant, Fidelity Investments, 2016-2019
  • Financial Representative, Fidelity Investments, 2014-2016
  • Registered Private Client Services Associate, The Hajdari Group, 2014-2014
  • Registered Representative, Rothschild Lieberman, 2013-2013

Education

  • BS, Business Administration, Glenville State College

Standard mailing address:

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

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