Joe Leighty, CFP®, CWS®

VP - Sr. Financial Consultant

+1 317-596-6644

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2013-present
  • Sr Manager Equity Compensation Planning, Charles Schwab, 2002-2013
  • Financial Planner, Charles Schwab, 2001-2002
  • Options Trader, Charles Schwab, 1997-2001
  • Registered Representative, Charles Schwab, 1996-1997
  • Registered Representative, Prudential Securities, 1994-1995

Education

  • BS Corporate Finance, Ball State University
  • BS Real Estate Finance, Ball State University

Standard mailing address:

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

Modal can be closed by pressing Escape key.