David Maniscalco, MBA, CWS®

David Maniscalco, MBA, CWS®

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location of David Maniscalco, MBA, CWS®Carmel, Indiana, United States

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  • Timeline

  • About me

    VP - Branch Manager: Helping clients own their tomorrow

  • Education

    • Pennsylvania State University-Erie Campus

      2009 - 2010
      M.B.A. Business Administration
    • Pennsylvania State University-Erie Campus

      2007 - 2009
      Bachelors Accounting
  • Experience

    • Scottrade

      Feb 2010 - Jan 2018
      • Branch Manager

        Jan 2016 - Jan 2018
      • Investment Consultant

        Feb 2010 - Jan 2016
    • Charles Schwab

      Jan 2018 - now

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      • Vice President - Branch Manager

        Jun 2024 - now
      • Vice President - Branch Manager

        Jan 2018 - Jun 2024
  • Licenses & Certifications

    • Certified Wealth Strategist®

      Cannon Financial Institute
      Mar 2020
      View certificate certificate
    • Indiana Life, Accident and Health

      Indiana Department of Insurance
      Apr 2018
      View certificate certificate
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Jan 2017
    • Series 9

      Financial Industry Regulatory Authority (FINRA)
      May 2016
    • Series 10

      Financial Industry Regulatory Authority (FINRA)
      Apr 2016
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Oct 2010
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Sept 2010