Janet Peterson

VP - Financial Consultant

+1 848-303-0853

Financial credentials

  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Director-Investments Private Client Division, Oppenheimer, 2017-2018
  • E*Trade, Financial Consultant, 2016-2016
  • Scottrade, Branch Manager, 2015-2015
  • TD Ameritrade, Investment Consultant, 2002-2015

Education

  • BA, Kean College

Personal interests and affiliations

  • Atlantic Highlands Art Council, Gallery Volunteer
  • FilmOne Charity Event, Producer

Standard mailing address:

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

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