Jim Lantini, CFP®

VP - Financial Consultant

+1 401-588-5022

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present

Education

  • B.A. Psychology, Providence College

Standard mailing address:

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

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