Rick Fine

VP - Financial Consultant

+1 479-464-8133

Financial credentials

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

Experience

33 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2011-present
  • Financial Consultant, Morgan Stanley, 2009-2010
  • Territory Manager, Performance Food Group, 2006-2009
  • Sales Manager, Terminella & Associates, 2004-2006
  • Associate Vice President, Morgan Stanley, 1999-2004
  • Financial Planner, American Express Financial Services, 1987-1999

Education

  • University of Arkansas, 1980-83

Standard mailing address:

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

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