Thomas Peel, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 813-697-2285Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, E*TRADE from Morgan Stanley, 2019-2023
- Investment Consultant, Fidelity Investments, 2017-2019
- Financial Representative, Fidelity Investments, 2015-2016
- Retirement Solutions Representative, Fidelity Investments, 2014-2015
- Investment Solutions Representative, Fidelity Investments, 2013-2014
Education
- Bachelor of Science in Business Administration, Finance, University of Florida
Personal interests and affiliations