Joe McCleskey, AAMS®, CFP®, CTFA

VP - Sr. Financial Consultant

+1 720-895-3412

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Trust and Financial Advisor
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2016-present
  • VP, Branch Manager, Charles Schwab & Co., Inc., 2006-2016
  • Active Trader Sales Manager, Charles Schwab & Co., Inc., 2004-2006
  • Active Trader Sales, Charles Schwab & Co., Inc, 2002-2004
  • Registered Representative, Charles Schwab & Co., Inc., 1999-2002
  • Investment Specialist, Charles Schwab & Co., Inc., 1993-1999

Education

  • Bachelor of Science, Finance, Louisiana State University - Shreveport

Personal interests and affiliations

  • Children's Hospital Colorado Foundation Legacy Planning Advisory Council

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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