David Zaycek

Independent Branch Leader and Financial Consultant

+1 708-326-6080

Financial credentials

  • Series 6, 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • VP Financial Consultant, Fidelity, 2021-2023
  • Financial Consultant, Fidelity, 2017-2021
  • Financial Advisor, Wintrust Wealth Management, 2015-2017
  • Financial Advisor, Merril Lynch, 2014-2015

Education

  • University of South Carolina

Standard mailing address:

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

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