Robert Giuffrida

VP - Sr. Financial Consultant

+1 914-874-8169

Financial credentials

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

Experience

16 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Investment Consultant, TDAmeritrade, 2007-2022
  • Investment Counselor, David Lerner, 2006-2007

Personal interests and affiliations

  • United States Coast Guard Auxiliary

Standard mailing address:

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

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