Peter Davis, CRPC®

VP - Financial Consultant

+1 201-267-8691

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 52, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2013-2022
  • VP- Financial Consultant, Charles Schwab, 2001-2013

Education

  • BSBA, Finance, University of Denver

Standard mailing address:

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

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