Evan DeLano

VP - Financial Consultant

617-531-7872

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2024-2024
  • Investment Solutions Representative, Fidelity, 2023-2024
  • Customer Relationship Advocate, Fidelity, 2022-2023

Education

  • Bachelor of Science, Business Administration, Merrimack College

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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