Ravin Patel

VP - Financial Consultant

+1 828-277-2712

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • AVP- Premier Banker, Wells Fargo Advisors, 2019-2021
  • VP- Regional Director, Wealthvest, 2018-2018
  • Registered Rep, Jackson National, 2016-2018
  • Investment Resource Consultant, Wells Fargo Advisors, 2014-2016

Education

  • Business Administration, Management- Western Governors University
  • Political Science- NC State University

Standard mailing address:

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

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