Tom Halden

VP - Financial Consultant

+1 312-456-6634

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Integrated Solutions Director, TIAA, 2013-2022
  • Regional Vice President, AIG Sun America, 2012-2013
  • Regional Vice President, Genworth, 2011-2012
  • Regional Vice President, Sun Life Financial, 2004-2011
  • Regional Vice President, DWS Investments, 1996-2004

Education

  • Bachelor of Science, Finance
  • Southern Illinois University

Standard mailing address:

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

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