Matthew Choma

VP - Financial Consultant

+1 202-818-8009

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate, Financial Consultant, Charles Schwab and Co., Inc., 2020-2021
  • Financial Consultant Partner, Charles Schwab and Co., Inc., 2017-2020
  • Financial Consultant Academy Cohort, Charles Schwab and Co., Inc., 2015-2017

Education

  • BA, Business Administration, Dominican University of California
  • Minor, Leadership Studies, Dominican University of California

Standard mailing address:

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

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