Jeremy Schmidt, CFP®, CWS®

VP - Sr. Financial Consultant

+1 734-998-1565

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2003-present
  • Branch Manager, TD Waterhouse, 2000-2003
  • Investment Consultant, Citicorp Investment Services, 1996-1999
  • Credit Analyst, Citibank, 1994-1996

Education

  • Accredited Behavioral Finance Professional, College for Financial Planning
  • BA, Business/Accounting, South Dakota State University

Standard mailing address:

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

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