Todd Garrett Email & Phone Number
Schwab Private Client Advisor @ Charles Schwab
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Todd Garrett Location
- Peoria, AZ, US
Todd Garrett Work
- 2016 -now Schwab Private Client Advisor @
- 2016 -now Schwab Wealth Advisor @
- 2014 -2016 Financial Consultant @
- 2014 -2014 Personal Financial Advisor @
- 2011 -2014 Trading Administrator @
- 2008 -2011 Stockbroker @
- 2007 -2008 Stockbroker Intern @
Todd Garrett Education
- San Diego State University-California State University
Bachelor's Degree (Business Administration (Financial Services))
2004-2008 - Rio Americano High School 2000-2004
Todd Garrett Skills
- CFP
- Certified Financial Planner
- Series 7
- Series 63
- Series 65
- FINRA
- Mutual Funds
- Equities
- Investments
- Securities
- Bloomberg
- Fixed Income
- Bloomberg Terminal
- Portfolio Management
- Strategic Financial Planning
- Trading
- Financial Markets
- Financial Analysis
- ETFs
- CRM
- Options
- Options Strategies
- Client Relationship Management
- Financial Planning
- Asset Allocation
- Risk Management
- Customer Relationship Management (CRM)
Todd Garrett Summary
- Todd Garrett, based in Peoria, AZ, US, is currently a Schwab Private Client Advisor at Charles Schwab. Todd Garrett brings experience from previous roles at Charles Schwab, Fidelity Investments and Vanguard. Todd Garrett holds a 2004 - 2008 Bachelor's Degree in Business Administration (Financial Services) @ San Diego State University-California State University. With a robust skill set that includes CFP, Certified Financial Planner, Series 7, Series 63, Series 65 and more. Todd Garrett has 3 emails and 3 mobile phone numbers on RocketReach.
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