Michael Whitney, CMFC®

VP - Financial Consultant

+1 502-569-6176

Financial credentials

  • Chartered Mutual Fund Counselor℠
  • Series 7, 9, 10, 52, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2005-present
  • Advice and Sales, Charles Schwab, 2001-2005
  • Active Trader Sales, Charles Schwab, 1999-2001
  • Municipal Bond Sales, Olde Stockbrokers, 1998-1999

Education

  • Bachelor of Arts, Economics, Hanover College

Personal interests and affiliations

  • Hanover College, Kentuckiana Recruiting Alumni Committee, 2006-present
  • Graceland Church, Basketball Coach and Volunteer, 2006-2011
  • HYR, Recreational Baseball Coach, 2006-2010

Standard mailing address:

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

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