Dallas, TX
... Fortune 500
Financial Services Firm
Financial Advisor September 2005 - April 2008 • Evaluate clients economic status and develop a plan that allows them to meet their predetermined
financial goals • Manage assets for businesses, business owners, ...
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May 21
Poplar Grove, IL
... Liaised with multiple departments to address borrower needs and inquiries AMERICAN EXPRESS
FINANCIAL ADVISOR Staten Island, New York Assistant to
Financial Advisor 4/2005-9/2005 . All duties of a
financial advisor clerical position with knowledge of ...
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May 21
Baltimore, MD
... Adecco, Baltimore, Maryland (11/09 - 03/10) Citi Morgan Stanley Smith Barney - Insurance / Mortgage licensing Department Verified
financial advisor is properly licensed according to state guidelines, daily reporting. MetLife, Baltimore, Maryland (10 ...
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May 21
Daytona Beach, FL
...
Financial Advisor March 1997 to October 1999 Morgan Stanley – Ormond Beach, FL Complied with federal, state and company policies, procedures and regulations. Communicated with customers, employees and other individuals to answer questions and ...
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May 21
Ponte Vedra Beach, FL
... > Series 7 & 66 licensed Waddell & Reed
Financial Services
Financial Advisor, Jacksonville, Florida (2006-2008) Responsible for
financial & business planning services with a focus on small business owners, families, & high-net worth individuals. ...
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May 21
United States
... A
Financial Advisor at FAS co.
Financial Advising Services, Credit card and bank services - serving USA for 7 months. . A Sales
Advisor & Customer services Representative at Expedia Canada ranked as a top seller for 6 consecutive months. . Senior ...
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May 11
Stamford, CT
... AWARDS Assisted
financial advisor in May 2004 global solution, Award recognized by Miller Buckfire Lewis Ying. Acted as agent in connection with the 2005 buyback of private placement security notes in 2008. Award recognized by Citicorp and Furman ...
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May 10
Egg Harbor Township, NJ
... is a leading national investment firm who's looking to expand its reach in Northern New Jersey with a select number of qualified
Financial Advisors. Our advisors enjoy open architecture, objective research and the freedom to provide a full spectrum ...
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May 10
Concord, NC
... LPL
Financial, Charlotte, NC Dec'12- Till Date Project: BranchNet Enhancement Assets & Revenue Role: Sr .Net Developer LPL
Financial is independent Broker dealer and consultant to retirement Plan they have over 13,300
Financial Advisor (REP) ...
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May 10
Dallas, TX
... 1997-June 2000 Registered
Financial Advisor and SEC licensed Series 7 and Series 66. Also licensed for health and life insurance.
Financial Advisor to over 350 clients who were acquired by calling and marketing various investment products including ...
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May 08
Chicago, IL
... Present Agency- Los Angeles, Atlanta Writer Intern August 2008- May 2009 Magazine- Los Angeles Personal Assistant to
Financial Advisor March 2009- Sept 2009 Eagles Club, Los Angeles Marketing Assistant Sept 2008- May 2008 Across The Board Marketing- ...
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May 08
Los Angeles, CA
... EXPERIENCE
Financial Advisor June 2012- December 2012
Financial Services, Inc. Mission Hills, CA Provide customer service and advise customers Conduct sales presentations Demonstrate goods and services Identify best product for customer's needs Use ...
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May 08
Boston, MA
... H&R Block
Financial Advisors, Portland, Maine, January 2001-January 2003
Financial Advisor Attained series 7 and sold primarily municipal corporate bonds to high-net worth clients Developed a book of retail business worth+ 5 million in total ...
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May 08
Saint Petersburg, FL
... Created and maximized various client relationships through all channels of the
financial services markets, including banks, independent and wire house firms. . Continually target new opportunities while maintaining hundreds of
financial advisor ...
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Apr 12
Saint Petersburg, FL
... Created and maximized various client relationships through all channels of the
financial services markets, including banks, independent and wire house firms. . Continually target new opportunities while maintaining hundreds of
financial advisor ...
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Apr 12
Little Rock, AR
...
Financial Advisor - Morgan Stanley Little Rock, AR- November 2003 to February 2005. Series 7, 31 & 66 Securities License, Life and Health insurance license. Provide clients with
Financial planning and investment advice based on their comfort level ...
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Mar 22
Frisco, TX
...
financial difficulties. • Quickly and effectively solve customer challenges 5. Maintain quality control, constantly seeking new ways to improve customer service. 6. Servicing inbound/outbound FHA and VA accounts 7. Credit Analyst and
Financial Advisor ...
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Mar 18
Olathe, KS
... See Resume Educational Background: See Resume Job History / Details: **************
Financial Advisor C (913) ***-**** **********@********.*** Objective Experienced
financial advisor seeking employment in the
financial services or banking industry. ...
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Mar 05
Jupiter, FL
... Associate and Sales Assistant (Contract) December 2007 – January 2008 • Assisted the SVP of Investments, Junior
Financial Advisor and Client Service Associates • Screened phone calls and completed administrative responsibilities for the Senior ...
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Mar 04
Great Neck, NY
... Citigroup, Vice President Strategic Analyst, Commercial Banking (12/10 - present) Analyze Sales Data for three channels within the Commercial Banking Group: Morgan Stanley Smith Barney
financial advisor referrals, foreign exchange, and derivatives. ...
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Mar 04
