Resumes
Resumes
Investments And Analysis
View pageLocation:
P/O Box 1402, Natchez, MS
Industry:
Financial Services
Work:
Securities America, Inc. Member FINRA/SIPC since Jul 2013
Regional Director
BBVA Compass - Greater Denver Area Aug 2012 - Jun 2013
Personal Investment Officer
OppenheimerFunds - Greater Denver Area Jun 2011 - Aug 2012
Regional Sales Representative
Transamerica - Denver, CO Aug 2007 - Jun 2011
Internal Wholesaler
Jackson National Life - Denver, CO Feb 2007 - Aug 2007
Internal Wholesaler
Regional Director
BBVA Compass - Greater Denver Area Aug 2012 - Jun 2013
Personal Investment Officer
OppenheimerFunds - Greater Denver Area Jun 2011 - Aug 2012
Regional Sales Representative
Transamerica - Denver, CO Aug 2007 - Jun 2011
Internal Wholesaler
Jackson National Life - Denver, CO Feb 2007 - Aug 2007
Internal Wholesaler
Education:
New York Institute of Technology-Old Westbury 2000 - 2002
BS, business Suffolk County Community College 1998 - 2000
BS, business Kings Park High School
BS, business Suffolk County Community College 1998 - 2000
BS, business Kings Park High School
Skills:
Investments
Series 63
Mutual Funds
Series 7
Financial Advisory
Securities
Retirement Planning
Wealth Management
Fixed Annuities
Asset Allocation
Financial Services
Finance
Finra
Retirement
401K
Insurance
Investment Advisory
Etfs
Life Insurance
Financial Planning
Iras
Variable Annuities
Alternative Investments
Term Life Insurance
Asset Management
Relationship Management
Investment Strategies
Portfolio Management
Wealth
Financial Planners
Universal Life
Fixed Income
Investment Management
Qualified Retirement Plans
Disability Insurance
Long Term Care
401K Rollovers
Wealth Accumulation
529 Plans
Risk Management
Defined Contribution
Series 66
Bonds
Separately Managed Accounts
Retirement Savings
Income Protection
Strategic Financial Planning
Retirement Plan Consulting
Roth Ira
Long Term Care Insurance
Series 63
Mutual Funds
Series 7
Financial Advisory
Securities
Retirement Planning
Wealth Management
Fixed Annuities
Asset Allocation
Financial Services
Finance
Finra
Retirement
401K
Insurance
Investment Advisory
Etfs
Life Insurance
Financial Planning
Iras
Variable Annuities
Alternative Investments
Term Life Insurance
Asset Management
Relationship Management
Investment Strategies
Portfolio Management
Wealth
Financial Planners
Universal Life
Fixed Income
Investment Management
Qualified Retirement Plans
Disability Insurance
Long Term Care
401K Rollovers
Wealth Accumulation
529 Plans
Risk Management
Defined Contribution
Series 66
Bonds
Separately Managed Accounts
Retirement Savings
Income Protection
Strategic Financial Planning
Retirement Plan Consulting
Roth Ira
Long Term Care Insurance
Certifications:
Currently Studying For July 2017 Cfp Exam
Currently Studying For the March 2018 Cfp Exam
Currently Studying For the March 2018 Cfp Exam
Marc Beekman
View pageMarc Beekman New York, NY
View pageWork:
Securities America
New York, NY
Jun 2013 to Feb 2014
Regional Director of Business Development
BBVA Compass Investment Solutions
Denver, CO
Aug 2012 to Jun 2013
Personal Investment Officer
OppenheimerFunds
Denver, CO
Jun 2011 to Aug 2012
Regional Advisor Consultant
Transamerica Capital
Denver, CO
Aug 2007 to Jun 2011
Internal Wholesaler
Independent Financial Marketing Group
May 2005 to Feb 2007
Junior Financial Advisor, Long Island, NY
New York, NY
Jun 2013 to Feb 2014
Regional Director of Business Development
BBVA Compass Investment Solutions
Denver, CO
Aug 2012 to Jun 2013
Personal Investment Officer
OppenheimerFunds
Denver, CO
Jun 2011 to Aug 2012
Regional Advisor Consultant
Transamerica Capital
Denver, CO
Aug 2007 to Jun 2011
Internal Wholesaler
Independent Financial Marketing Group
May 2005 to Feb 2007
Junior Financial Advisor, Long Island, NY
Education:
New York Institute of Technology
Old Westbury, NY
Sep 2000 to May 2002
Bachelor's of Science in Business Administration
Suffolk Community College
Selden, NY
Sep 1998 to May 2000
Paralegal Studies/Business
Old Westbury, NY
Sep 2000 to May 2002
Bachelor's of Science in Business Administration
Suffolk Community College
Selden, NY
Sep 1998 to May 2000
Paralegal Studies/Business
Skills:
Series 7, Series 63, Life & Health Insurance Licenses