David Cwalina

VP - Financial Consultant

+1 516-873-3658

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • Senior Specialist, Client Development, Charles Schwab, 2016-2017
  • FC Academy Cohort Licensed, Charles Schwab, 2015-2016

Education

  • BS, Financial Economics
  • Binghamton University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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