Joe Perry, CFP®

VP - Financial Consultant

+1 212-576-1154

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Assistant Vice President, United Brokerage, 2018-2019
  • Assistant Vice President, Capital One Investing, 2015-2018
  • Financial Advisor, McAdam Financial Group, 2014-2015

Education

  • BS, Business Management, Virginia Tech

Standard mailing address:

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

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