Joe Aif Email & Phone Number
VP Financial Consultant @ Charles Schwab
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Joe Aif Location
- New York, NY, US
Joe Aif Work
- VP Financial Consultant @ (January 2026 - Present)
- Senior Regional Sales Director @ - (April 2025 - January 2026)
- Senior Regional Sales Director @ (July 2015 - April 2025)
- Director Multi-Asset Solutions @ (June 2013 - August 2015)
- Vice President, Sales Director @ (September 2004 - June 2013)
- Financial Executive @ (February 2002 - September 2004)
- Financial Advisor @ (March 1997 - February 2002)
Joe Aif Education
- State University of New York - System
BA (Politics and Economics)
1990-1992 - Nassau Community College
A (Liberal )
1988-1990 - Notary Public State of New York
Joe Aif Skills
- Mutual Funds
- Financial Advisory
- Series 7
- Series 63
- Separately Managed Accounts
- Alternative Investments
- Uniform Combined State Law
- Wealth Management
- Asset Allocation
- Asset Managment
- Investments
- Securities
- Series 65
- Series 6
- Notary
- ETFs
- Retirement
- Investment Advisory
- Equities
- Retirement Planning
- Fixed Income
- 529 Plans
- Investment Strategies
- Investment Management
- Fixed Annuities
- 401k
- Bonds
- Financial Services
- Wealth Management Services
- IRAs
- Estate Planning
- Capital Markets
- Options
- Insurance
- Wealth
- Trading
- Financial Modeling
- Financial Markets
- College Savings Plans
- Long-term Care
- Banking
- Variable Annuities
- Derivatives
- Relationship Management
- Life & Health Insurance Licenses
- Risk Management
- Financial Analysis
- Loans
- Morningstar
- Fund Of Funds
Joe Aif Summary
- Joe Aif, based in New York, NY, US, is currently a VP Financial Consultant at Charles Schwab. Joe Aif brings experience from previous roles at -, Victory Capital, AllianceBernstein and Legg Mason (Acquired by Franklin Templeton). Joe Aif holds a 1990 - 1992 BA in Politics and Economics @ State University of New York - System. With a robust skill set that includes Mutual Funds, Financial Advisory, Series 7, Series 63, Separately Managed Accounts and more. Joe Aif has 3 emails and 2 mobile phone numbers on RocketReach.
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