Randy Mossa, CFP®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 231-633-1308

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • Regional Director, TD Ameritrade, 2018-2021
  • Branch Manager, TD Ameritrade, 2012-2018
  • Financial Consultant, TD Ameritrade, 2009-2012
  • Financial Service Representative, TD Ameritrade, 2008-2009

Education

  • BBA, Finance, University of North Texas

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