Ivan Rose, CFP®, CRPC®, MBA

VP - Financial Consultant

+1 248-554-4121

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Advisor, Edward Jones, 2021-2024
  • Financial Advisor, Merrill Lynch, 2019-2021
  • Client Associate, Merrill Lynch, 2018-2019

Education

  • MBA, Michigan State University
  • BS, Finance, Oakland University

Personal interests and affiliations

  • Team Rubicon, Grey Shirt
  • 555 Arts, Board Member
  • Team RWB, Eagle Ambassador
  • Master Diver, PADI

Standard mailing address:

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

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