Tristan Henderson, CFP®, MBA

VP - Financial Consultant

+1 781-203-2772

Financial credentials

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

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP, Financial Consultant, TD Ameritrade, 2019-2022
  • Vice President, Financial Consultant, Santander, 2017-2018
  • Investment Consultant, Fidelity Investments, 2010-2017

Education

  • MBA, Suffolk University
  • BBA, Salem State University

Standard mailing address:

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

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