John Rankin, CFP®

VP - Financial Consultant

+1 732-945-2065

Financial credentials

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

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2022-2024
  • Investment Counselor, Fisher Investments, 2021-2022
  • Premier Banker, Wells Fargo, 2020-2021
  • Financial Professional, Axa Equitable, 2019-2020

Education

  • Business Administration in Finance

Personal interests and affiliations

  • Family, Sports, NYC & Philadelphia Marathons, Golf, American History

Standard mailing address:

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

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