Mitchell Bertonneau, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 945-270-5671Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Business Development Specialist, TD Ameritrade, 2021-2022
Education
- BA, Political Science, Brigham Young University
Personal interests and affiliations