Chloe Levy, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-908-3501

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses

Experience

3 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2023-present
  • Financial Consultant Partner, Charles Schwab, 2021-2023
  • Financial Consultant Academy Professional, Charles Schwab, 2021-2022
  • Branch Intern Tysons Corner, Charles Schwab, 2019-2019

Education

  • BA, International Relations, Miami University of Ohio
  • Minors in French and Management

Personal interests and affiliations

  • Alumni of Zeta Tau Alpha

Modal can be closed by pressing Escape key.