Joe Najarian, AWMA®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-713-8381

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 6, 7, 63, 66 Securities Licenses

Experience

7 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Financial Solutions Advisor, Merrill Lynch, 2019-2022
  • Associate, Financial Consultant, Charles Schwab, 2016-2019
  • Registered Representative, Foresters Financial, 2015-2016

Education

  • BA, Business Finance, California State University, Fresno

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