Resumes
Resumes
Senior Wealth Advisor
View pageLocation:
2015 north Broadwell Ave, Grand Island, NE 68803
Industry:
Financial Services
Work:
Allen Capital Group
Senior Wealth Advisor
Five Points Financial Services May 2009 - Dec 2018
Financial Advisor
Senior Wealth Advisor
Five Points Financial Services May 2009 - Dec 2018
Financial Advisor
Education:
Wayne State College 2005 - 2009
Bachelors, Bachelor of Science, Business Administration, Economics, Finance Bertrand High School
Bachelors, Bachelor of Science, Business Administration, Economics, Finance Bertrand High School
Skills:
Portfolio Management
Finra
Strategic Financial Planning
Investments
Registered Investment Advisor
Credit
Finance
Asset Allocation
Loans
Financial Analysis
Investment Advisory Services
Financial Services
Retirement Planning
Securities
Finra
Strategic Financial Planning
Investments
Registered Investment Advisor
Credit
Finance
Asset Allocation
Loans
Financial Analysis
Investment Advisory Services
Financial Services
Retirement Planning
Securities
Certifications:
Certified Financial Planner™ Professional