Chad Klemens

VP - Financial Consultant

+1 234-226-6999

Financial credentials

  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade Inc., 2020-2023
  • Producing Branch Manager, TD Ameritrade Inc., 2018-2020
  • Branch Manager, Scottrade Inc., 2005-2018
  • Stockbroker, Scottrade Inc., 2000-2005
  • Intern, Scottsdale Securities Inc., 1998-1999

Education

  • Bachelor's Degree in Corporate Finance from The University of Akron

Personal interests and affiliations

  • Elder at Hudson Presbyterian Church Jan 2018 - Dec 2019

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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