Nicholas T. Pocceschi

VP - Financial Consultant

+1 267-757-7006

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab & Co, 2019-2021
  • Financial Advisor, Senior Portfolio Advisor, Merrill Lynch & Co, 2017-2019
  • Financial Advisor, Morgan Stanley, 2015-2017

Education

  • B.Sc., Economics - Money and Banking, The Pennsylvania State University

Personal interests and affiliations

  • Aircraft Owners and Pilots Association

Standard mailing address:

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

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