Darren Stance, AAMS®, CWS®

VP - Sr. Financial Consultant

+1 561-416-4967

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Regional Director, The Hartford
  • Financial Consultant, Merrill Lynch
  • Financial Consultant, Smith Barney

Education

  • BSC, University of Miami, Coral Gables Florida
  • BS, University of Texas, Austin Texas
  • MBA, Florida Atlantic University, Boca Raton Florida (in process)
  • Aish Hatora Yeshiva, Jerusalem Israel

Personal interests and affiliations

  • Habitat for Humanity
  • American Cancer Society
  • Hands Across the Sea
  • American Jewish Committee

Standard mailing address:

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

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