Pat Chianca, AAMS®, CWS®

VP - Sr. Financial Consultant

+1 973-359-2791

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Retirement Planning Specialist, Morgan Stanley Dean Witter, 1998-2002

Education

  • BA, Behavioral and Social Sciences with Business Administration, University of Maryland

Standard mailing address:

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

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