David Kelley, CFP®, CWS®

VP - Sr. Financial Consultant

+1 410-769-6162

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 52, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1999-present
  • Registered Representative, OLDE Stockbrokers, 1996-1998

Education

  • BS, Business Administration/Finance, University of Delaware

Standard mailing address:

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

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