Joel Wallace, CFP®

VP - Financial Consultant

+1 630-848-6028

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Private Wealth Advisor, Busey Wealth Management, 2019-2022
  • Investment Consultant, Fidelity Investments, 2018-2019
  • Investment Solutions Representative, Fidelity Investments, 2017-2018
  • Financial Representative, Fidelity Investments, 2016-2017

Education

  • BA, University of Illinois Urbana - Champaign

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.