Michael J. Martin, CFP®

VP - Sr. Financial Consultant

+1 302-622-3602

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Relationship Manager, PNC Financial Services, Private Client Group, 2009-2011
  • VP - Financial Planning Consultant, Fidelity Investments, 2001-2009

Education

  • Bachelors in Science, Business, Pennsylvania State University

Standard mailing address:

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

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