Joe Cote, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 800-646-4710

Financial credentials

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

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Investment Consultant, Fidelity Investments, 2016-2019
  • Relationship Manager, Fidelity Investments, 2015-2016
  • Retirement Solutions Representative, Fidelity Investments, 2014-2015
  • Investment Solutions Representative, Fidelity Investments, 2014-2014
  • Financial Representative, Fidelity Investments, 2012-2014

Education

  • BA, Finance & Management University of Maine Orono

Standard mailing address:

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

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