Walid Elkhoury, CFP®

VP - Sr. Financial Consultant

+1 617-531-7872

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

8 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2017-present
  • AVP - Investment Consultant, Merrill Lynch, 2016-2017
  • Financial Services Professional, Prudential Financial, 2015-2016

Education

  • University of Rhode Island
  • Bachelors Degree - Finance

Standard mailing address:

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

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