Steven Pilkerton, CFP®, CRPC®, CWS®

VP - Sr. Financial Consultant

+1 202-741-5969

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2016-2022
  • Investment Consultant, TD Ameritrade, 2004-2016

Education

  • Bachelor of Science, Economics, Frostburg State University
  • Certificate in Financial Planning, Georgetown University

Standard mailing address:

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

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