Fotios Katsigiannis, CFS®

Independent Branch Financial Consultant

+1 631-403-3720

Financial credentials

  • Certified Fund Specialist®
  • Series 7, 66 Securities Licenses

Experience

8 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Fidelity Investments, 2015-2016
  • Financial Advisor, Wells Fargo, 2014-2015
  • Investments Representative, Fidelity Investments, 2012-2014
  • Investment Advisor Representative, MetLife, 2010-2012
  • Licensed Banking Specialist, J.P. Morgan Chase, 2009-2010

Education

  • Bachelor or Business Administration, Finance, Hofstra University

Personal interests and affiliations

    Standard mailing address:

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

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