Kathy Borkovec, AAMS®

VP - Sr. Financial Consultant

+1 847-480-7514

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 26, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

36 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Consultant, Vision Inv. Svcs., Inc. at MB Financial Bank, 2003-2005
  • Financial Consultant, Fifth Third Securities, Inc., 1999-2003
  • Financial Consultant, ABN Amro Investment Svcs., Inc., 1999-1999
  • Financial Consultant, Cuna Brokerage Svcs., Inc. at AZ State Savings and Credit Union, 1998-1999
  • Financial Consultant, Various Financial Svcs Firms, 1988-1998

Standard mailing address:

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

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