Maggie Jolley

VP - Financial Consultant

+1 312-348-7474

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Fidelity Investments, 2021-2022
  • Private Client Advisor, Charles Schwab & Co., 2020-2021
  • Senior Associate Private Client Advisor, Charles Schwab & Co., 2015-2020
  • High Net Worth Financial Service Professional, Charles Schwab & Co., 2013-2015
  • Member Service Representative, Park Community Federal Credit Union, 2011-2013

Education

  • BA, Political Science & Theology, Xavier University

Standard mailing address:

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

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