Thomas Allen, CFP®

VP - Financial Consultant

+1 201-265-5006

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • FC Academy Cohort, Charles Schwab, 2015-2017

Education

  • BS, Finance, The College of New Jersey

Standard mailing address:

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

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