Josh Rando, CFP®

VP - Financial Consultant

+1 718-230-5264

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, E*TRADE, 2017-2023
  • Investment Consultant, Fidelity Investments, 2015-2017

Education

  • BS, Finance & Economics

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.