Michael Moerler

VP - Financial Consultant

+1 516-498-2333

Financial credentials

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

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant, Fidelity, 2008-2019
  • Managing Director Specialist, Kellogg Group, 2007-2008
  • Specialists, Susquehanna International, 2000-2007
  • Specialist, Fleet NYSE, 1992-2000

Education

  • BA, Business Administration, CW Post

Personal interests and affiliations

  • Team 91 Lacrosse Coach

Standard mailing address:

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

Modal can be closed by pressing Escape key.