Jeffrey A. Hoelderlin, CWS®

VP - Branch Manager

+1 203-352-4815

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • VP - Financial Consultant, Charles Schwab, 2010-2016
  • VP- Assistant Branch Manager, Charles Schwab, 2016-2018

Education

  • BS in Business and Economics, Lehigh University

Personal interests and affiliations

  • Boys & Girls Club
  • American Diabetes Association Tour De Cure

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Additional branches

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