Michael Copeland, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 469-978-9684

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2014-2017
  • Sr. Trading Specialist, Charles Schwab, 2010-2014

Education

  • BA, Economics, University of Texas at Austin

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