Sean LeBoeuf, AAMS®, CFP®, CMFC®

VP - Financial Consultant

+1 865-671-6106

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Mutual Fund Counselor℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2010-present
  • Financial Consultant, Branch Extension Team, Charles Schwab & Co, Inc, 2006-2009
  • Registered Representative, Charles Schwab & Co, Inc, 2004-2006

Education

  • BA, Business, Financial Services, University of North Florida

Personal interests and affiliations

  • Avid Cross-fitter
  • (BSF) Bible Study Fellowship

Standard mailing address:

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

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