Gerald J. Santoro, CWS®

VP - Sr. Financial Consultant

+1 203-352-4809

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

34 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2003-present

Education

  • Sacred Heart University - BS, Finance

Personal interests and affiliations

  • American Amateur Racquetball Association
  • USA Swimming Official

Standard mailing address:

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

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