David J. Mestemaker

VP - Financial Consultant

+1 513-977-2306

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, TD Ameritrade, 2022-2024
  • Senior Financial Consultant, TD Ameritrade, 2018-2022
  • Financial Consultant, TD Ameritrade, 2016-2018
  • Business Development Specialist, TD Ameritrade, 2016-2016
  • Client Service Specialist, TD Ameritrade, 2014-2016

Education

  • Executive Certificate in Financial Planning, Xavier University
  • Bachelor of Business Administration, Finance and Marketing, University of Cincinnati

Standard mailing address:

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

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