Troy Prochazka, CFA®, MBA

Independent Branch Leader and Financial Consultant

+1 631-403-3720

Financial credentials

  • Chartered Financial Analyst®
  • Master in Business Administration
  • Series 6, 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
  • Regional Vice President, Fisher Investments, 2020-2021
  • Vice President, Financial Consultant, Fidelity Investments, 2013-2020
  • Senior Financial Consultant, TD Ameritrade, 2009-2013
  • Product Manager, Legg Mason, 2006-2009
  • Product Manager, Dreyfus, 1999-2006

Education

  • Dowling College Master Business Administration, Finance
  • State University of New York at Stony Brook Bachelor of Arts, Economics

Standard mailing address:

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

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