Joshua Metayer, CFP®

Financial Consultant - Financial Solutions Branch

Representative available by appointment only.

+1 802-557-6338

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2022

Education

  • Bachelor's of Science in Accounting Awith accompanying Minor in Finance, Champlain College

Standard mailing address:

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

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