Karly E. Guiliano, CFP®

VP - Financial Consultant

+1 727-202-3416

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Client Relationship Specialist, Charles Schwab, 2020-2021
  • Client Service Manager, Wasmer Schroeder, 2019-2020
  • Client Service Associate, Wasmer Schroeder, 2018-2019

Education

  • BS, Finance, Florida Gulf Coast University

Standard mailing address:

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

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