Michael Capozzi, CRPC®

VP - Financial Consultant

+1 716-276-7876

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Consultant, TD Ameritrade, 2018-2020
  • Investment Consultant, Scottrade, 2011-2018
  • Paraplanner, Ameriprise Financial, 2008-2011

Education

  • BA, Sociology, Buffalo State University

Standard mailing address:

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

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