Paul Bergeron, CFP®, CWS®

VP - Sr. Financial Consultant

+1 781-776-3005

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 4, 7, 9, 10, 55, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • Active Investor Consultant, Fidelity Investments, 2008-2010
  • Wholesale Loan Originator, Wachovia Mortgage Corporation, 2006-2008
  • Trading Specialist, Fidelity Brokerage Services, 1999-2006
  • Sales Trader, Brown & Company Securities, 1996-1999
  • Account Executive, Gruntal & CO. Incorporated, 1994-1996

Education

  • BS, Business Administration & Finance, University of Massachusetts at Lowell

Standard mailing address:

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

Modal can be closed by pressing Escape key.