David Vera, CFP®, ChFC®

VP - Financial Consultant

+1 248-740-0041

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Financial Advisor, Merrill Lynch Bank of America, 2013-2014
  • Independent Financial Advisor, Legend Group, 2012-2013
  • Financial Advisor, VALIC AIG Retirement, 2009-2012
  • Financial Advisor, Merrill Lynch, 2008-2009

Education

  • BS, Michigan State University

Personal interests and affiliations

  • Boy Scouts of America - Den Leader, Pack 1720
  • Boys & Girls Club of Troy - Board Member

Standard mailing address:

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

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