Stephen Buonamano, CFP®

VP - Sr. Financial Consultant

+1 239-213-6754

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2016-2022
  • Financial Consultant, Fidelity Investments, 2013-2016
  • Investment Consultant, Fidelity Investments, 2012-2013
  • Retirement Consultant, Fidelity Investments, 2007-2012

Education

  • BA, Geology, State University of New York, Plattsburgh

Standard mailing address:

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

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