George E. Oviedo, CFP®, CWS®

VP - Financial Consultant

+1 201-967-3598

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 6, 7, 52, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Sr. Financial Consultant, TD Ameritrade, 2019-2020
  • Financial Consultant, TD Ameritrade, 2016-2019
  • Client Service Specialist, TD Ameritrade, 2016-2016
  • Registered Representative, New Horizon Financial, 2013-2016
  • Administrative Assistant, New Horizon Financial, 2009-2013

Education

  • BS, Finance, Berkeley College
  • AS, Business Administration, Bergen Community College
  • CFP, Certified Financial Planner Board of Standards Inc.
  • CWS, Cannon Financial Institute

Personal interests and affiliations

  • Hillsong Church NYC
  • Hope Center Tabernacle

Standard mailing address:

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

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