Joseph Gift

VP - Financial Consultant

+1 212-333-2325

Financial credentials

  • Series 7, 63, 65 Securities Licenses

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Client Relationship Specialist, Charles Schwab, 2021-2021
  • Sr Specialist, Active Trader Representative, Charles Schwab, 2019-2021
  • Associate, Brokerage Service Representative, Charles Schwab, 2018-2019
  • Associate Financial Planner, AG Financial Services, 2016-2018

Education

  • Bachelor of Business Administration - BBA -, Finance Investment Analysis, Colorado State University

Standard mailing address:

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

Modal can be closed by pressing Escape key.