David Joseph

VP - Sr. Financial Consultant

+1 847-656-8168

Financial credentials

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

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2017-2022
  • Senior Financial Consultant, Fidelity, 2016-2017
  • Financial Consultant, TD Ameritrade, 2010-2016
  • Financial Consultant, Uvest Financial Services Group, 2007-2016
  • Financial Consultant, Allstate Financial Services, 2003-2007

Education

  • Arizona State University - Bachelor of Science, Finance
  • College of Financial Planning, Denver Colorado - Certified Financial Planning Professional Education Program

Standard mailing address:

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

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