Michael Sherfy, CRPC®

VP - Sr. Financial Consultant

+1 615-377-2230

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, Charles Schwab, 2022-2023
  • Financial Consultant, TD Ameritrade, 2014-2022

Education

  • University of Tennessee
  • Bachelor of Science in Business Administration, Finance Major

Standard mailing address:

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

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