Nicole Vespoli, AAMS®

VP - Financial Consultant

+1 571-293-9437

Financial credentials

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

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2005-present
  • Business Development Sales Manager, Charles Schwab, 2002-2005
  • Investment Specialist, Charles Schwab, 1997-2002
  • Real Estate Agent, Nu-Way Realty, 1996-1997

Education

  • Business Management, Arizona State University
  • AAMS, College for Financial Planning

Standard mailing address:

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

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