Joshua Feinstein

VP - Financial Consultant

+1 941-444-3592

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2021-2021
  • Financial Consultant Partner, Charles Schwab, 2018-2021
  • Client Relationship Specialist, Charles Schwab, 2017-2018
  • Financial Associate, Siena Wealth Advisory Group, 2015-2017
  • Administrative Assistant, A.G. Morgan Wealth Management, 2014-2015

Education

  • BS, Stony Brook University
  • Business Administration

Standard mailing address:

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

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