Steven Miller

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6182

Financial credentials

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

Experience

10 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Sr. Specialist, Conversion Consultant, Charles Schwab, 2020-2021
  • IDT, Investment Consultant, Charles Schwab, 2018-2020
  • Sr. Financial Consultant, TD Ameritrade Inc., 2014-2018

Education

  • Tarrant County College

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