Stephan Smelko, CFP®

VP - Financial Consultant

+1 440-414-0206

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2014-2021
  • Business Analyst, Charles Schwab, 2010-2014
  • Registered Representative, Charles Schwab, 2007-2010
  • Annuity Specialist, AXA Advisers, 2006-2007

Education

  • Graduated from Ashland University
  • Major: Business Management
  • Minor: Finance

Standard mailing address:

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

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