Michael L. Santos, CFP®

VP - Financial Consultant

+1 984-233-2183

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, TD Ameritrade, 2018-2023
  • Branch Manager, Scottrade, 2016-2018
  • Senior Financial Consultant, TD Ameritrade, 2012-2016
  • Financial Services Professional, NYLIFE Securities, 2009-2012

Standard mailing address:

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

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