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®).
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 3168949
Next Financial Group, Inc.
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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