Myles Sites

VP - Financial Consultant

+1 717-307-3792

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Planner, Prudential, 2021-2022
  • Senior Financial Consultant, TD Ameritrade, 2018-2021
  • Financial Advisor, BB&T Investments(Truist), 2016-2018
  • Financial Advisor, Edward Jones, 2009-2016

Education

  • University of Pittsburgh at Johnstown - Finance and Management

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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