Resumes
Resumes
Investment Consultant
View pageLocation:
Philadelphia, PA
Industry:
Financial Services
Work:
Lincoln Financial Group since Apr 2010
Internal Marketing Consultant
Financial Planning Associaties Dec 2007 - Jan 2011
Associate Wealth Advisor
Pepper Hamiton Oct 2006 - Dec 2007
Paralegal
Internal Marketing Consultant
Financial Planning Associaties Dec 2007 - Jan 2011
Associate Wealth Advisor
Pepper Hamiton Oct 2006 - Dec 2007
Paralegal
Education:
Connecticut College 2003 - 2006
BA
BA
Skills:
Series 6
Series 63
Mutual Funds
Wealth Management
Fixed Annuities
Annuity Sales
Variable Annuities
Indexed Annuities
Retirement
401K
Separately Managed Accounts
Series 63
Mutual Funds
Wealth Management
Fixed Annuities
Annuity Sales
Variable Annuities
Indexed Annuities
Retirement
401K
Separately Managed Accounts
Certifications:
Certified Financial Planner
License 190633
License 190633