Kyle Roser

VP - Financial Consultant

+1 864-240-6083

Financial credentials

  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Stockbroker, Scottrade, 2011-2013
  • Relationship Manager, ETRADE, 2007-2011
  • Financial Advisor, Carolina First Securities, 2005-2007
  • Sales Assistant, SunTrust Securities, 2004-2005

Education

  • Clemson University, Financial Management

Personal interests and affiliations

  • Project Host Soup Kitchen and Culinary School Board Chair
  • Red Shoe Society Board Vice President (2011 - 2016)
  • Greenville Literacy Association Volunteer

Standard mailing address:

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

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