Mark Findling, CWS®

VP - Sr. Financial Consultant

+1 317-573-1055

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab, 2013-2014
  • Registered Representative, Charles Schwab, 2012-2013
  • Client Service Representative, Charles Schwab, 2011-2012
  • Credit Analyst, Texas Bank and Trust, 2009-2011

Education

  • Ball State University, Miller College of Business, Finance - Financial Planning and Investments
  • Eagle Wealth Planning Institute - Fellow of the Institute

Personal interests and affiliations

  • Low Cost Spay and Neuter Clinic - Board Member 2016- Current

Standard mailing address:

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

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