Ricardo Mckenzie

VP - Financial Consultant

+1 203-319-2607

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • INVESTMENT CONSULTANT, CHARLES SCHWAB, 2021-2024
  • PRIVATE CLIENT BANKER, JP MORGAN CHASE BANK, 2011-2021

Education

  • BA ACCOUNTING THE COLLEGE OF WESTCHESTER

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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