Nathan Miller, CFP®, MSF

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-591-0155

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master of Science in Finance
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Sr. Client Relationship Specialist, Charles Schwab, 2019-2020
  • Investment Solutions Representative, Fidelity Investments, 2018-2019
  • Sr. Trading Specialist, Fidelity Investments, 2014-2018
  • Financial Representative, Fidelity Investments, 2013-2014

Education

  • MSF, University of Colorado, Denver
  • BA, Finance and Management, University of South Florida

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