Chad Klemens

VP, Financial Consultant at Charles Schwab

Role
VP, Financial Consultant at Charles Schwab
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. VP, Financial Consultant

    Charles Schwab

    Dec 2022 — Present · Akron, OH, US

Education

  • The University of Akron

    Bachelor of Business Administration (BBA)

    1995 — 1999

Skills

  • Investments
  • Banking
  • Mutual Funds
  • Iras
  • Series 24
  • Series 66
  • Financial Services
  • Finra
  • Etfs
  • Series 63
  • Securities
  • Uniform Combined State Law
  • Stocks
  • Equities
  • Portfolio Management
  • Series 7
  • Bonds
  • Options
  • Fixed Income

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Chad Klemens — VP, Financial Consultant at Charles Schwab in Cleveland, OH, US | Unifers