Thomas Franz, CFP®, CWS®

VP - Sr. Financial Consultant

+1 212-333-2338

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • VP Financial Consultant, Citigroup Global Markets Inc., 2008-2008
  • VP Financial Consultant, Fidelity Investments, 1996-2008

Education

  • BS, Economics, St. John's University

Standard mailing address:

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

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