Jeffrey Styer, CFP®, CIMA®, MBA

VP - Financial Consultant

+1 305-461-7151

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Investment Management Analyst®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2008-2022
  • Investment Representative, Fidelity Investments, 2006-2008
  • Financial Advisor, Morgan Stanley, 2005-2006
  • Information Manager, Lockheed Martin, 2003-2005
  • Sergeant, United States Marine Corps, 1997-2001

Education

  • MBA, Florida International University
  • BS, Hodges University

Personal interests and affiliations

    Standard mailing address:

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

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