Nick Greer, AAMS®, CFP®, MBA

VP - Financial Consultant

+1 954-468-2409

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2014-2017
  • Registered Representative, Charles Schwab, 2011-2013

Education

  • Master of Business Administration, Indiana University
  • Bachelor of Science, Management, Indiana University

Personal interests and affiliations

  • Jubilee Center of Broward County

Standard mailing address:

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

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