Phil DeCandido, CWS®

VP - Sr. Financial Consultant

+1 212-450-1813

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • VP Financial Consultant, Fidelity Investments, 2003-2018

Education

  • University of Rhode Island School of Business Administration
  • Finance

Personal interests and affiliations

  • NMLS #1759580

Standard mailing address:

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

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