Michael Legette

VP - Financial Consultant

+1 919-468-2819

Financial credentials

  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Vice President - Financial Consultant, TD Ameritrade, 2018-2023
  • Investment Consultant, Scottrade, 2017-2018
  • Financial Advisor, Primerica Advisors, 2016-2017
  • VP - Business Development Officer, Insight Securities, 2014-2014
  • Relationship Manager, JP Morgan, 2010-2014

Education

  • Bachelor of Science, Financial Services, Berkeley College

Standard mailing address:

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

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