Michael Promis

VP - Financial Consultant

+1 203-325-5288

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2012-2022
  • Registered Rep, First Allied Securities, 2012-2012
  • Investment Consultant, Citigroup, 2010-2012
  • Financial Advisor, Ameriprise Financial, 2005-2010

Education

  • BS, Economics, The George Washington University

Standard mailing address:

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

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