Matthew Truscello

VP - Financial Consultant

+1 781-374-7154

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2008-present
  • Financial Advisor, A.G. Edwards/Wachovia Securities, 2007-2008
  • Client Service Specialist, Charles Schwab, 2006-2007

Education

  • Bachelors of Science, Business Management
  • Bentley College

Standard mailing address:

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

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