Stephen Thompson, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 207-352-6187

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr Financial Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2015-2018

Education

  • BS, Business Administration with Concentration in Finance, University of Maine Orono

Standard mailing address:

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

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