Greg Carnes

VP - Financial Consultant

+1 860-570-4052

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Fidelity Investments, 2022-2024
  • Financial Advisor, Bartlett Wealth Management, 2022-2022
  • Sales Consultant, John Hancock, 2013-2021
  • Client Service Representative, ING Financial Advisers, 2012-2012
  • Client Account Representative, eBenefits Group Northeast, 2009-2011

Education

  • BA, University of Connecticut

Standard mailing address:

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

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