Jeff Layne

VP - Financial Consultant

+1 937-291-4287

Financial credentials

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

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2002-present
  • Investment Consultant, Fidelity Investments, 1999-2002
  • Financial Advisor, Morgan Stanley, 1998-1999

Education

  • BA, Business Finance, University of Cincinnati
  • Certificate of Continuing Education for Financial Planner, Florida State University
  • Notary Public, State of Ohio

Standard mailing address:

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

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