R.J. Steer, CFP®

VP - Financial Consultant

+1 843-856-1385

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • Registered Representative, Brendon Pierson, Inc., 2017-2019

Education

  • B.S., Business Majors: Finance and Marketing, Minor: Spanish, University of South Carolina

Standard mailing address:

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

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