Joshua Metayer, CFP®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
Education
- Bachelor's of Science in Accounting with accompanying Minor in Finance, Champlain College
Personal interests and affiliations