Michele Davis

VP - Financial Consultant

+1 708-226-6568

Financial credentials

  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Senior Internal Consultant, DWS, 2014-2019
  • Internal Planning Specialist, Cetera Financial Specialists, 2011-2014
  • Wealth Management Associate, Benjamin & Birkenstein, P.C., 2009-2011
  • Financial Consultant, AXA Advisors, 2006-2009

Education

  • Illinois State University
  • BS, Psychology & Business Administration

Standard mailing address:

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

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