Michael B. Murray, CFP®

VP - Financial Consultant

+1 216-291-9322

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Investment Consultant, TD Ameritrade, 2013-2014
  • Investment Representative, Fidelity Investments, 2011-2013
  • Financial Advisor, Ameriprise Financial, 2008-2011

Education

  • Bachelor of Arts, Business, Baldwin Wallace University, Magna Cum Laude

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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