Sean Carson Email & Phone Number
VP-Corporate Financial Consultant @ Charles Schwab
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Sean Carson Location
- Hasbrouck Heights, NJ, US
Sean Carson Work
- VP-Corporate Financial Consultant @ (January 2023 - Present)
- Financial Consultant @ (November 2021 - January 2023)
- Director, Retirement Planner @ (April 2015 - November 2021)
- Investment Consultant @ (September 2013 - April 2015)
- Investments Representative @ (January 2012 - January 2013)
- Financial representative @ (May 2011 - August 2012)
Sean Carson Education
- William Paterson University of New Jersey
BA (Economics)
2009-2011
Sean Carson Skills
- Series 7
- Series 63
- Life & Health Insurance Licenses
- Series 66
- Mutual Funds
- Securities
- Retirement Planning
- Investments
- Asset Allocation
- Financial Advisory
- Wealth Management
- Strategic Financial Planning
- Personal Financial Planning
- Retirement
- Finance
- 401k
- Investment Advisory
- 401k Rollovers
- FINRA
- Uniform Combined State Law
- Investment Strategies
- Series 65
- Personal Financial
- Uniform Combined State
- Strategic Financial
- Life And Health Insurance Licenses
- Life And Health Insurance
Sean Carson Summary
- Sean Carson, based in Hasbrouck Heights, NJ, US, is currently a VP-Corporate Financial Consultant at Charles Schwab. Sean Carson brings experience from previous roles at Fidelity Investments and TD Ameritrade. Sean Carson holds a 2009 - 2011 BA in Economics @ William Paterson University of New Jersey. With a robust skill set that includes Series 7, Series 63, Life & Health Insurance Licenses, Series 66, Mutual Funds and more. Sean Carson has 2 emails and 2 mobile phone numbers on RocketReach.
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