Stephen Cetrulo, AAMS®

VP - Financial Consultant

+1 941-362-8702

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, Ameriprise Financial Services, Inc., 2009-2009
  • Financial Consultant, Legg Mason Wood Walker, Inc., 1994-1997
  • Investment Officer, NationsSecurities, 1993-1994
  • Investment Officer, NationsBanc Securities, Inc., 1993-1993
  • Index Arbitrage Trading, Merrill Lynch, Pierce, Fenner & Smith Inc., 1986-1992

Education

  • Upsala College
  • B.A

Standard mailing address:

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

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