Katie Brandon

VP - Financial Consultant

+1 312-467-4042

Financial credentials

  • Series 3, 4, 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Derivatives Team Manager, Charles Schwab, 2018-2021
  • Derivatives Help Desk, Charles Schwab, 2017-2018
  • Registered Representative, Charles Schwab, 2015-2017
  • Personal Marketing Assistant, Financial Partners Group, 2014-2015

Education

  • Purdue University
  • Krannert School of Management
  • Bachelor of Science, 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.