Frank Liccardo, CFP®

VP - Sr. Financial Consultant

+1 407-551-2654

Financial credentials

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

Experience

10 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2014-2022

Education

  • Bachelor of Science, Business Administration: Finance, William Paterson University

Standard mailing address:

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

Modal can be closed by pressing Escape key.