Deep Enrich
David Peters, RFC ®
Caterer
539 followers
Greater Orlando
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About me
Vice President - Financial Consultant at Charles Schwab
Education
Seminole State College of Florida
2013 - 2015Associate of Arts - AA General Studies
Experience
4 Rivers Smokehouse
Apr 2015 - Apr 2021Caterer
Top Dog Carpet Cleaning
Jan 2016 - Dec 2018OwnerOwned and operated company; gathered LLC, insurance, and all legalities Managed all social media platforms; Instagram, Facebook and Twitter accounts Processed all transactions from cleaning to billingHandled all customer service situations, including scheduling of carpet cleaning
Charles Schwab
Apr 2021 - nowVice President - Financial Consultant
Apr 2024 - nowInvestment Consultant
May 2023 - Apr 2024Client Service Specialist
Apr 2022 - May 2023Asset Transfer Associate
Apr 2021 - Apr 2022
Licenses & Certifications
Series 66
NASAAMay 2023
SIE Exam
FINRAMar 2022Series 7TO
FINRANov 2022
RFC
International Association of Registered Financial ConsultantsApr 2024
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