Steve Saunders, CFP®

VP - Financial Consultant

+1 727-260-5543

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Advisory Planning Services Counselor, T. Rowe Price, 2007-2018
  • Financial Services Representative, Regions Financial, 2006-2007

Education

  • MS, Finance, University of Tampa
  • BS, Finance, Florida State University

Standard mailing address:

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

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