Ketan Purohit

VP - Financial Consultant

+1 732-345-0389

Financial credentials

  • Series 7, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Sr. Wealth Strategy Associate, UBS, 2014-2021
  • Financial Advisor, Morgan Stanley, 2012-2014
  • Business Banker, Citibank NA, 2005-2011
  • Personal Banker, JPMorgan Chase, 2003-2004

Education

  • BA Psychology, Villanova 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.