Michael Illari, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 631-259-6888

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
  • Investment Consultant, TD Ameritrade, 2007-2012
  • Financial Services Professional, New York Life, 2005-2006

Education

  • MBA, Banking and Finance, Dowling College
  • BA, Finance, Metropolitan State College of Denver

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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