Michael Tejeda, CMFC®, ChFC®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6200

Financial credentials

  • Chartered Mutual Fund Counselor℠
  • Chartered Financial Consultant®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Financial Consultant, Charles Schwab, 2021-2021
  • Life Insurance Specialist, USAA, 2020-2021
  • Financial Advisor, USAA, 2013-2020
  • Life Insurance Agent, New York Life, 2011-2012
  • Investment Representative, Citicorp Investment Services, 2003-2005

Education

  • Chartered Mutual Fund Counselor (CMFC) College For Financial Planning
  • Chartered Financial Consultant (CHFC) The American College

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