Ghazi Nweiran, CFP®, CIMA®, CPWA®, ChFC®

VP - Sr. Financial Consultant

973-359-2790

Financial credentials

  • CERTIFIED FINANCIAL PLANNER® Certificant
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Chartered Financial Consultant®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2026-present
  • VP, Financial Consultant, Fidelity Investments, 2021-2026
  • VP, Private Client Advisor, JP Morgan Securities, 2018-2021
  • Financial Advisor, Capital One Securities, 2017-2018
  • Financial Advisor, Reddington Advisory Group, 2015-2017

Education

  • SUNY New Paltz

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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