Trevor W Corey

VP - Financial Consultant

+1 240-541-4407

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Financial Consultant, TD Ameritrade, 2011-2016
  • Regional Rep, ProFunds Group, 2008-2011
  • Financial Advisor, Smith Barney, 2006-2007
  • Financial Advisor, Ameriprise Financial, 2002-2006

Education

  • BA - Finance

Personal interests and affiliations

  • Board Member - Cystic Fibrosis Foundation, Washington DC Metro Chapter (2018 - present)

Standard mailing address:

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

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