Ricky Wallace, CFP®, MBA

VP - Financial Consultant

+1 201-265-5004

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Financial Solutions Advisor, Merrill Edge, 2014-2015
  • Financial Sales, New York Life, 2013-2014
  • Financial Analyst, Hunter Hollis, 2012-2013

Education

  • MBA, Winthrop University
  • BA, Winthrop University

Standard mailing address:

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

Modal can be closed by pressing Escape key.