Jeffrey W. Ryan, CFP®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-816-0678Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
- Wealth Manager, Wealth Advisor, Financial Advisor, USAA, 2011-2020
- Registered Sales Representative, Guardian Investor Services, 2001-2003
- Registered Representative, Quick & Reilly, 2000-2001
- Financial Advisor, Morgan Stanley Dean Witter, 1999-2000
- Client Associate, Merrill Lynch, 1998-1999
Education
- Bachelors of Science, Economics, West Chester University
- Bachelors of Science, Finance, West Chester University