Ravi Mogallapu

VP - Financial Consultant

+1 262-785-3155

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Portfolio Manager, Northwestern Mutual Wealth Management Company, 2021-2021
  • Financial Consultant Partner, Charles Schwab, 2018-2021
  • Investment Consultant, Charles Schwab, 2018-2018
  • Licensed Trader, Charles Schwab, 2016-2018
  • Fixed Income Analyst, Robert W Baird, 2014-2015

Education

  • BA - Finance & International Business
  • University of Wisconsin - Milwaukee

Personal interests and affiliations

  • North South Foundation, Judge
  • Boys & Girls Club of America, Volunteer

Standard mailing address:

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

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