Tom Leake

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-454-4510

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Consultant, TD Ameritrade, 2018-2020
  • New Client Development, TD Ameritrade, 2017-2018
  • Investor Services, TD Ameritrade, 2016-2017

Education

  • Bachelors, International Business, St. Edwards University

Modal can be closed by pressing Escape key.