Meshia Greer, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 833-844-0056

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

5 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2023-present
  • Client Relationship Specialist (CRS), Charles Schwab, 2021-2023
  • Trading Operations Specialist, Charles Schwab, 2019-2021
  • Retirement Plan Specialist, Charles Schwab, 2018-2019

Education

  • BBA, Finance, Prairie View A&M University (PVAMU)

Personal interests and affiliations

  • Black Professionals at Charles Schwab (BPACS), Co-President, 2018- Present

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