Elizabeth Berens, CRPC®

VP - Financial Consultant

+1 954-723-1269

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Licensed Banker, Citi, 2003-2012
  • Licensed Banker, North Fork Bank,NY, 2001-2003
  • OFAC specialist, JP Morgan Chase, 1998-2001

Education

  • Currently seeking Series 9 and Series 10 Supervisory designation

Personal interests and affiliations

  • National Association of Insurance and Financial advisors-Broward

Standard mailing address:

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

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