Nhan Nguyen, CFP®

VP - Sr. Financial Consultant

+1 301-941-9802

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2016-present
  • Financial Consultant, Fidelity Investments, 2000-2016
  • Mutual Fund Representative, Putnam Investments, 1999-2000

Education

  • BS, Business Management, North Carolina State University
  • CFP Program, Georgetown University

Standard mailing address:

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

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