Mark-Vincent Castro Morales, CWS®

VP - Assistant Branch Manager

+1 919-932-5217

Financial credentials

  • Certified Wealth Strategist®
  • Series 4, 7, 24, 53, 63, 66 Securities Licenses

Experience

22 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • VP - Branch Manager, Charles Schwab, 2018-2023
  • Branch Manager, Scottrade Financial Services, 2005-2018
  • Investment Consultant, Scottrade Financial Services, 2001-2005

Education

  • BA, Economics, University of California, Los Angeles

Standard mailing address:

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

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