David Carolan

VP - Financial Consultant

+1 617-713-3313

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2002-present
  • Relationship Manager, Fidelity Investments, 1993-2001

Education

  • BA, Economics, University of Massachusetts
  • Certificate in Financial Planning, Boston University

Standard mailing address:

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

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