Brennan Mahan

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-934-0019

Financial 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

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