Meshia Greer, financial advisor Austin TX

Meshia Greer

CRD Number: 6914310
Current Firm: Charles Schwab & Company, Inc.

Meshia Greer (CRD# 6914310) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry. Meshia Greer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Charles Schwab Bank, Ssb Austin, TX Jul 2021 - Current 3
Charles Schwab & Company, Inc. Austin, TX Feb 2018 - Current 6
Charles Schwab Trust Bank Austin, TX Dec 2022 - Apr 2023 < 1
Prairie View A&m University Prairie View, TX Jun 2015 - Dec 2017 2
Fdic Dallas, TX May 2017 - Aug 2017 < 1
Cuna Mutual Group Madison, WI Jun 2016 - Aug 2016 < 1
Student At Pvamu Prairie View, TX Aug 2014 - Jun 2015 < 1
Sears Corporation Round Rock, TX May 2014 - Aug 2014 < 1
Taco Cabana Pflugerville, TX Feb 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Meshia S. Greer
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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