Mustansar Mazhar, CFS®, CWS®

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-551-9281

Financial credentials

  • 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

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