Thomas Nowak, CFP®

VP - Financial Consultant

+1 847-564-2033

Financial credentials

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

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2011-2014
  • Financial Consultant, Personal Banker, JPMorgan Chase, 2008-2011

Education

  • Bachelors in Science, Insurance, Illinois State University
  • Bachelors in Science, Business, Illinois State University

Standard mailing address:

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

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