Randall Marquez, CRPC®

VP - Financial Consultant

+1 973-315-1257

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Private Client Investment Consultant, TD Ameritrade, 2015-2021
  • Investment Consultant, TD Ameritrade, 2007-2015

Education

  • San Jose State University- BA

Personal interests and affiliations

  • Coach-Scotch Plains Fanwood Soccer Club

Standard mailing address:

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

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