Robert Lore

VP - Financial Consultant

+1 908-575-3097

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Investment Consultant, BlackRock, 2012-2019
  • Investment Advisor, Merrill Lynch, 2008-2012

Education

  • Fairleigh Dickinson University
  • B.S. - Finance & Economics

Standard mailing address:

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

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