Location:
8130 Los Alamos Dr, Port Richey, FL 34668
Industry:
Financial Services
Work:
Hd Vest Financial Services
Annuity Marketing Specialist - Wealth Management Support
Hd Vest Financial Services Nov 2003 - Feb 2004
Advisory Sales Supervisor
Hd Vest Financial Services Nov 2003 - Feb 2004
Sales Supervisor
Hd Vest Financial Services Feb 2000 - Nov 2003
Portfolio Administrator - Investment Operations and Service Representative
Feb 2000 - Nov 2003
Annuity Solutions Sales Specialist
Education:
The University of Texas at Arlington 1993 - 1999
Bachelors, Bachelor of Business Administration, Finance
Skills:
Financial Services
Mutual Funds
Securities
Investments
Wealth Management
Retirement Planning
Asset Allocation
Fixed Annuities
Finance
Finra
Financial Advisory
Financial Planning
Insurance
Portfolio Management
Series 7
Project Management
Finra Series 7 General Securities Representative
Finra Series 63 Uniform Securities State Law
Finra Series 65 Uniform Securities Advisor
Finra Series 24 General Securities Principal
Finra Series 4 Registered Options Principal
Finra Series 53 Municipal Securities Principal
Group 1 General Lines Life and Health Insurance
Finra Series 55 Equity Trader
Variable Annuities