Joe LaCagnina, CWS®

VP - Branch Manager

+1 239-207-3522

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 55, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

34 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2006-present
  • Derivatives broker, Lasser Marshall, 1990-1999
  • Equity trader, Liberty Brokerage, 1999-2000
  • VP- Financial Consultant, Charles Schwab, 2000-2006

Education

  • BS- Finance Rider University

Personal interests and affiliations

  • Youth Sports Volunteer
  • Harry Chapin Food Bank Volunteer

Standard mailing address:

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

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