Nathan Allen, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 850-898-8423

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Analyst, FSA Investment Group, 2021-2022
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • Client Relationship Specialist, Charles Schwab, 2018-2020
  • Financial Service Professional, Charles Schwab, 2016-2018

Education

  • B.S. Finance - University of Central Florida

Personal interests and affiliations

  • Pensacola Young Professionals
  • Eagle Scout Award - 2012

Standard mailing address:

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

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