David Pina, CFP®

VP - Financial Consultant

+1 734-998-1562

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Sr. Specialist, Investor Development, Charles Schwab, 2014-2015
  • Brokerage Service Representative, Charles Schwab, 2011-2014
  • Portfolio Administrator, Raymond James & Associates, 2011-2011

Education

  • BA, Finance, Hawaii Pacific University

Standard mailing address:

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

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