Nate Lieb

VP - Financial Consultant

Representative available by appointment only.

+1 419-882-8120

Financial credentials

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

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Private Client Advisor, JPMorgan, 2015-2016
  • Wealth Management Advisor, Fifth Third Bank, 2014-2014
  • Vice President - Financial Consultant, Charles Schwab, 2013-2014
  • Associate Financial Consultant, Charles Schwab, 2012-2013
  • Client Service Specialist, Charles Schwab, 2009-2012

Education

  • Bachelor of Science, Accounting, Ohio Northern University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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