Joseph Carroll jr., CFP®

VP - Sr. Financial Consultant

+1 781-374-7152

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

33 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.