Rick Crews, CFP®

VP - Financial Consultant

+1 914-722-6417

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 55, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

39 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Advisor, UBS, 2017-2019
  • Trader, Biltmore International, 2016-2017
  • Director, Hilltop Securities, 1999-2016
  • Vice President, Roosevelt & Cross, 1986-1999
  • Trader, Moseley, 1984-1986

Education

  • BA, Economics & Political Science, Yale University

Standard mailing address:

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

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