Kenneth Coles

VP - Financial Consultant

+1 516-240-2012

Financial credentials

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

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade, 2012-2022
  • Financial Advisor, JP Morgan Chase, 2009-2012
  • Financial Advisor, Citi Personal Wealth Management, 2005-2009
  • Financial Advisor, JPM Morgan Chase, 2000-2005
  • Personal Banker, Citibank, 1993-2000

Education

  • Associates of Science, Business Administration, Nassau Community College
  • BA, Business Management, Binghamton University

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.