John Shubert

VP - Financial Consultant

+1 616-464-1243

Financial credentials

  • Series 6, 7 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, CUSO Financial Services, 2018-2022
  • Financial Advisor, Waddell & Reed, 2015-2018
  • Insurance Agent, Farmers Insurance, 2011-2015

Education

  • MBA, University of Phoenix
  • International Business, Aquinas College

Standard mailing address:

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

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