Mark Callon, CFP®

VP - Financial Consultant

+1 239-436-1546

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

0 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Sr. Financial Consultant Partner, Charles Schwab, 2016-2018
  • Retirement Solutions Representative, Fidelity Investments, 2015-2016
  • Investment Consultant, Fidelity Investments, 2014-2015

Education

  • Bachelor of Science - Louisiana State University

Personal interests and affiliations

  • Summit Church - Member
  • Estate Planning Council of Naples

Standard mailing address:

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

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