Odysseus Rethis, CFP®, CIMA®

VP - Financial Consultant

+1 860-570-4055

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Investment Management Analyst®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Lichtenstein Financial, 2019-2022
  • Financial Advisor, Merrill Lynch, 2014-2017
  • Financial Advisor, Morgan Stanley, 2013-2014

Education

  • Bachelor of Arts
  • SCSU

Standard mailing address:

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

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