Brennan Mahan
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-934-0019Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
3 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- New Client Investment Consultant, Charles Schwab, 2023-2024
- New Client Development Specialist, TD Ameritrade, 2022-2023
- Financial Services Representative, TD Ameritrade, 2021-2022
Education
- BBA in Finance, University of Texas at Arlington
Personal interests and affiliations