David Peters, RFC®

VP - Financial Consultant

+1 407-420-2024

Financial credentials

  • Registered Financial Consultant
  • Series 7, 66 Securities Licenses

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Client Relationship Specialist, Charles Schwab, 2022-2023
  • Asset Transfer Associate, Charles Schwab, 2021-2022

Education

  • A.S, Seminole State College

Standard mailing address:

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

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