Jacklyn Moran

VP - Financial Consultant

+1 336-721-6131

Financial credentials

  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, Fidelity, 2020-2023
  • Ass. Financial Consultant, Charles Schwab, 2018-2020
  • CRS, Charles Schwab, 2017-2018
  • Help Desk, Charles Schwab, 2015-2017
  • Financial Professional, Charles Schwab, 2013-2015

Education

  • Bachelors Degree, Science of Business with Cert. in Financial Planning, University of Phoenix

Standard mailing address:

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

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