Nathan Bubash, CFP®

VP - Financial Consultant

+1 317-634-2360

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2019-2020
  • FC Academy, Investor Development, Charles Schwab & Co., Inc., 2018-2019
  • FC Academy Cohort Licensed, Charles Schwab & Co., Inc., 2017-2018
  • FC Academy Cohort Trainee, Charles Schwab & Co., Inc., 2017-2017
  • Trainee, Charles Schwab & Co., Inc., 2015-2017

Education

  • Indiana Wesleyan University
  • BA, Business Administration
  • BA, Finance

Standard mailing address:

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

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