Neville Kapoor

VP - Financial Consultant

+1 914-244-4308

Financial credentials

  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • AVP- Senior Manager, ETRADE from Morgan Stanley, 2023-2024
  • Financial Consultant, ETRADE from Morgan Stanley, 2018-2023
  • AVP- Financial Solutions Advisor, Merrill Lynch/ Merrill Edge, 2014-2018
  • Sales Consultant, AFEX, 2013-2014
  • Licensed Personal Banker, JP Morgan Chase, 2009-2013

Education

  • MS, Internet Technology, Pace University
  • BS, Criminal Justice/ Pre-Law Concentration, Pace University

Personal interests and affiliations

  • Hearing Loss Association of America

Standard mailing address:

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

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