Marlon Varsace
Vice President, Financial Consultant @Charles Schwab
Stamford, CT, US
EMAILS
m••••••••@schwab.com
MOBILE NUMBERS
+12•••••••93
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WORK HISTORY
Jan 2025 — Present
Vice President, Financial Consultant @Charles Schwab
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Stamford, CT, US
Advising HNW and Ultra-HNW clients on Investment Planning, Banking and Credit Management, Wealth Preservation, Distribution, Philanthropy, Tax and Estate Planning
SKILLS
Wealth ManagementForeign InvestmentForeign CurrencyAlternative InvestmentsPrecious MetalsFiduciarySeries 7Series 63Series 65Series 24BloombergEtfsAsset AllocationAsset ManagmentInvestment StrategiesWealth Preservation PlanningMutual FundsInvestment AdvisoryEquitiesInvestmentsFixed Income
ABOUT MARLON VARSACE
Marlon provides investment management advice to serve the needs of high net worth…
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