Mike Whylie, CRPC®

VP - Financial Consultant

+1 954-723-1264

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2016-2018
  • Financial Consultant, ETRADE, 2006-2016
  • Loan Officer, World Wide Mortgage, 2005-2006
  • Manager, Humana Insurance Company, 1991-2004

Education

  • Miami Dade College, Business Administration

Personal interests and affiliations

  • FLORIDA 215 LICENSED: LIFE, HEALTH (INCL. ANNUITIES AND VARIABLE CONTRACTS)
  • NEW YORK INSTITUTE OF FINANCE: DACFP CERTIFICATE IN BLOCKCHAIN AND DIGITAL ASSETS

Standard mailing address:

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

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