Joshua McClellan Email & Phone Number
Sr. Manager Regulatory Distribution @ Charles Schwab
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Joshua McClellan Location
- Carrollton, TX, US
Joshua McClellan Work
- 2021 -now Sr. Manager Regulatory Distribution @
- 2019 -2021 RIA Compliance Consultant @
- 2016 -2019 RIA Compliance Consultant @ 1st Global
- 2015 -2016 Compliance Consultant @ 1st Global
- 2014 -2015 Relationship Manager @ 1st Global
- 2012 -2014 Client Services Representative @ 1st Global
- 2009 -2012 Brokerage Consultant to NYLife Securities @
- 2008 -2009 Variable Product Service Associate @
Joshua McClellan Education
- The University of Texas at Dallas
Bachelor of Arts (B.A.) (History)
2006-2008 - University of Houston
(Hotel & Restaurant Management)
2002-2004
Joshua McClellan Skills
- Financial Advisory
- Series 63
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Accredited Asset Management Specialist
- FINRA
- Uniform Combined State Law
- Investment Strategies
- Finra Series 7
- Series 24
- Trading
- Security
- Retirement
- Series 7
- Securities
Joshua McClellan Summary
- Joshua McClellan, based in Carrollton, TX, US, is currently a Sr. Manager Regulatory Distribution at Charles Schwab. Joshua McClellan brings experience from previous roles at Avantax Wealth Managementâ„ and 1st Global. Joshua McClellan holds a 2006 - 2008 Bachelor of Arts (B.A.) in History @ The University of Texas at Dallas. With a robust skill set that includes Financial Advisory, Series 63, Insurance, Retirement Planning, Financial Planning and more. Joshua McClellan has 2 emails and 1 mobile phone numbers on RocketReach.
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