Jose L. Cruz, CFP®, ChFC®, RFC®

VP - Financial Consultant

+1 516-873-3655

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Registered Financial Consultant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Investment Consultant, Fidelity Investments, 2015-2018
  • Financial Representative, Fidelity Investments, 2013-2015
  • Senior Client Specialist, Dreyfus - BNY Mellon, 2010-2013
  • Client Specialist, Dreyfus - BNY Mellon, 2008-2010

Education

  • Financial Planning Education Program, Kaplan University
  • Investment Foundations Certificate, CFA Institute
  • BBA, Cum Laude, Finance & Investments, Baruch College - Zicklin School of Business

Standard mailing address:

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

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