David Katz, CFP®

VP - Financial Consultant

+1 973-379-8708

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate - Financial Consultant, Charles Schwab, 2017-2018
  • Client Relationship Specialist, Charles Schwab, 2014-2017
  • Financial Advisor, Morgan Stanley, 2013-2013
  • Broker, HFP Capital Markets, 2012-2012

Education

  • Wheaton College

Standard mailing address:

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

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