Stephen Cless, CFP®

VP - Sr. Financial Consultant

+1 847-441-1198

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2000-present

Education

  • BA, Business Major of Marketing, Indiana University
  • BA, Business Major of Management, Indiana University
  • BA, Psychology Minor, Indiana University

Personal interests and affiliations

  • Union League Club of Chicago

Standard mailing address:

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

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