Jenny Rothstein, CFP®

VP - Sr. Financial Consultant

+1 561-416-4971

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2000-present

Education

  • BS, Finance, Florida State University

Personal interests and affiliations

    Standard mailing address:

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

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