Jos Worrell, CWS®, MBA

VP - Financial Consultant

+1 770-988-2727

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, TD Ameritrade, 2015-2021
  • Financial Consultant, ETRADE Financial, 2012-2015
  • Financial Advisor, Merrill Lynch, Pierce, Fenner, 2011-2012
  • Financial Advisor, SunTrust Investment Services, 2007-2010
  • Financial Advisor, Citigroup Smith Barney, 2006-2007

Education

  • Bachelors of Science, Finance, Florida State University
  • Masters of Business Administration, Jack Welch Management Institute

Personal interests and affiliations

  • Association of African American Advisors
  • FINRA Arbitration Roster

Standard mailing address:

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

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