Lee Kunkel

VP - Sr. Financial Consultant

Representative available by appointment only.

+1 802-651-0813

Financial credentials

  • Series 7, 9, 10, 63, 65, 66 Securities Licenses

Experience

41 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Vice President, Sr. Branch Manager, Charles Schwab, 1992-2007
  • Schwab Career Development Program, Charles Schwab, 1991-1992
  • President, Colorado Investment Advisory, 1989-1991
  • Financial Consultant, Morgan Stanley, 1987-1989
  • Financial Consultant, Merrill Lynch, 1983-1987

Education

  • Postgraduate, Biochemistry, University of Colorado
  • BA, Liberal Arts, University at Albany
  • Forensics Institute, Georgetown University

Standard mailing address:

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

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