Margaret Huntley
Investment Broker at Charles Schwab
- Role
- Investment Broker at Charles Schwab
- Location
- Westfield, IN, US
- LinkedIn followers
- 500 followers
Experience
Investment Broker
Jun 2024 — Present · Indianapolis, IN, US
Achieved SIE, Series 7, and Series 63 licenses within four months of start dateActively engaging with clients in order to provide an education on the securities industry, therefore empowering clients to make informed financial decisionsDriving continuous self-development by setting biweekly goals and expanding industry knowledge dailyStriving to see through the clients’ eyes by actively listening and using strategic questions to discover stated and unstated needsAddressing clients’ emotional and financial needs with empathy, expertise, and personalized solutions
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