Ned Samuels, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 201-265-5005

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

36 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1991-present
  • Financial Consultant, Lehman Brothers, Inc., 1988-1991

Education

  • BA, Economics, Rutgers University
  • CFP, Certified Financial Planner Board of Standards Inc.

Standard mailing address:

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

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