Steve B. Santy, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 207-712-4563

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Corporate Services Financial Consultant, ETRADE Financial, 2012-2016
  • Financial Advisor, First Command Financial Planning, 2009-2012
  • Sr. Relationship Manager, Ruesch International, 2006-2009

Education

  • BA. The George Washington University

Standard mailing address:

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

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