Kathleen Finnin

VP - Financial Consultant

+1 610-254-1033

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2011-present
  • Financial Consultant - Schwab Managed Portfolios, Charles Schwab, 2008-2010
  • Investment Associate, JP Morgan Private Client Services, 2005-2008
  • Investment Consultant, TD Waterhouse, 2003-2005
  • Investment Specialist, Charles Schwab, 1999-2002
  • Investment Consultant, Banc One Securities, 1997-1999

Education

  • BSBA, Organizational Leadership, Robert Morris University

Personal interests and affiliations

  • Beaver County Chamber of Commerce, 2013 - 2018
  • Women's Business Network, Downtown Pittsburgh Chapter, 2013 - 2015

Standard mailing address:

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

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