Mike Pefferly

Independent Branch Leader and Financial Consultant

+1 770-281-3922

Financial credentials

  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
  • Branch Manager, Scottrade, 2006-2018
  • Institutional Trader, Merrill Lynch, 2001-2006
  • Financial Services Representative, TD Waterhouse, 1999-2000

Education

  • BBA, Finance, Kennesaw State University

Personal interests and affiliations

  • Cobb County Chamber of Commerce Member

Standard mailing address:

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

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