Barry Harlow
Managing Director, Schwab Retirement Plan Services @Charles Schwab
Roanoke, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Managing Director, Schwab Retirement Plan Services @Charles Schwab
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Westlake, TX, US
EDUCATION
N/A
Webster University
MBA
N/A
University of Central Oklahoma
BBA
SKILLS
Series 63Fixed AnnuitiesWealth ManagementSecuritiesFinancial AdvisoryUniform Combined State LawEtfsFinancial PlanningRelationship ManagementRetirementStrategic Financial PlanningInvestment StrategiesSeries 24Retirement PlanningFinraAsset AllocationMutual FundsEquitiesInvestment Advisory401kSeries 7Financial ServicesPortfolio ManagementInvestments
ABOUT BARRY HARLOW
Managing Director, Schwab Retirement Plan Services
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