Jeff Myers, CFA®

VP - Financial Consultant

+1 212-232-3248

Financial credentials

  • Chartered Financial Analyst®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate - Financial Consultant, Charles Schwab, 2017-2020
  • Broker Specialist, Charles Schwab, 2016-2017
  • Financial Advisor, North Star Resource Group, 2015-2016

Education

  • BA, Investment and Corporate Finance, University of South Carolina

Standard mailing address:

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

Modal can be closed by pressing Escape key.