Mustansar Mazhar, AAMS®, CFS®, CWS®
VP - Sr. Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 402-594-8217Financial credentials
- Accredited Asset Management Specialist℠
- Certified Fund Specialist®
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2017-2022
- Business Development Specialist, TD Ameritrade, 2017-2017
- New Client Business Development, TD Ameritrade, 2016-2017
- Financial Services Representative, TD Ameritrade, 2015-2016
- Customer Service Representative, Wells Fargo, 2014-2014
Education
- Bachelors of Science, Accounting and Finance, University of Nebraska-Lincoln
Personal interests and affiliations
- American Cancer Society- Omaha Chapter- Volunteer