Matthew Deviney, ChFC®

VP - Financial Consultant

+1 610-606-2047

Financial credentials

  • Chartered Financial Consultant®
  • Series 6, 7, 63, 66 Securities Licenses

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Financial Consultant, Etrade, 2014-2017
  • Investment Consultant, Fidelity Investments, 2013-2014
  • Wealth/Retirement Consultant, Vanguard-Retail, 2007-2013
  • Retirement Specialist/Analyst, Vanguard Institutional, 1995-2007

Education

  • Pennsylvania State University, Bachelor of Arts
  • The American College, Chartered Financial Consultant- ChFC®

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.