Joseph Naclerio, CFP®

VP - Sr. Financial Consultant

+1 212-294-2990

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

13 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • Sr. Financial Consultant, TD Ameritrade, 2015-2021
  • Business Development Office, TD Ameritrade, 2013-2014
  • Client Service Specialist, TD Ameritrade, 2012-2013

Education

  • Bachelors of Science in Business Administration, Finance
  • Coastal Carolina University

Standard mailing address:

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

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