Nick Santisteban, CFP®

VP - Financial Consultant

+1 212-452-4530

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, 2019-present
  • Investment Consultant, Charles Schwab, 2019-2022
  • Sr. Rep, Global Equities Trade Processing, Bank of New York Mellon, 2019-2019
  • Branch Intern, Charles Schwab, 2018-2018
  • Investment Sales Intern, Crossman & Co., 2017-2017
  • College Financial Representative, Northwestern Mutual, 2016-2016

Education

  • Bachelors in Arts
  • Finance
  • University of Central Florida

Standard mailing address:

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

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