Marshall McLean

VP - Financial Consultant

+1 239-207-3539

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Client Relationship Specialist, Charles Schwab, 2022-2022
  • Complex Onboarding, Vanguard, 2018-2022
  • Personal Investor, Vanguard, 2017-2018

Education

  • BA, Business Administration, Grand Canyon University

Personal interests and affiliations

  • Honors College at Grand Canyon University
  • Delta Mu Delta Honor Society
  • Alpha Chi National Honor Society

Standard mailing address:

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

Modal can be closed by pressing Escape key.