David Rosenfeld, AAMS®, CWS®, FPQP®

VP - Branch Manager

+1 770-988-2702

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Financial Paraplanner Qualified Professional℠
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Branch Manager, Charles Schwab, 1999-present
  • Financial Advisor, Merrill Lynch, 1998-1999

Education

  • Villanova University -Six Sigma Green Belt
  • Palm Beach Atlantic University
  • College of Medical Arts

Personal interests and affiliations

  • Mental Health Association of Palm Beach County - Former Board Member
  • FBI Citizens Academy Alumni
  • Parkland Cares - Active Participant
  • KidSafe of Boca Raton - Former Vice Chairman of the Board

Standard mailing address:

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

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