Peter Nguyen, AAMS®, AWMA®, CFP®, CRPC®

VP - Financial Consultant

+1 239-432-5345

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Senior Specialist, Charles Schwab, 2010-2018

Education

  • University of North Florida
  • B.S. Finance

Standard mailing address:

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

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