Steven Porter, CFP®

VP - Sr. Financial Consultant

+1 407-754-3964

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Financial Consultant, TD Ameritrade, 2008-2015

Education

  • University of Florida
  • Bachelor of Science
  • Food and Resource Economics

Standard mailing address:

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

Modal can be closed by pressing Escape key.