Kenneth Long, CFP®

VP - Financial Consultant

+1 864-720-6808

Financial credentials

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

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2019-2022
  • Sr. Investment Consultant, TD Ameritrade, 2018-2019
  • Workplace Planning Consultant II, Fidelity Personal and Workplace Advisors, 2018-2018
  • Workplace Planning and Guidance Consultant II, Fidelity Brokerage Services LLC, 2015-2018
  • Personal Financial Counselor, Zeiders Enterprises, 2013-2018

Education

  • BA, Industrial Relations, University of North Carolina at Chapel Hill
  • Certificate in Financial Planning, Florida State University
  • Certificate in Nonprofit Management, Duke University

Standard mailing address:

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

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