Joshua Metayer, CFP®
Financial Consultant - Financial Solutions Branch
Representative available by appointment only.
+1 802-557-6338Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 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