Meshia Greer, CFP®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 833-844-0056Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
7 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