Michael Tejeda, CMFC®, ChFC®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-943-6200Financial 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