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Insurance Agent Financial Advisor

Location:
Sanibel, Florida, United States
Posted:
April 19, 2018

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Resume:

Richard Rodriguez

**** ******** ****

Sanibel Island, Fl 33957

954-***-****

ac462b@r.postjobfree.com

Independent Insurance Agent 06/15/2011 - Present

Specializing in annuities and retirement income planning SunTrust Investment Services – AVP Financial Advisor 09/29/2010 – 06/15/2011 Devised and delivered needs based plans to Affluent clients. David Lerner Associates Inc. – Investment counselor 05/2010 - 09/2010 Provided individualized strategies to affluent clientele Wachovia Securities – AVP Investment Advisor 06/2006 - 05/2009 Managed 130 Million in Assets for Domestic and Foreign clients. Supervised & trained 10 licensed bankers

CNBM – Infinex Financial- VP Investment Advisor 08/2004 - 04/2006 Launched and Established wealth management Department for Bank Trained and coached bank personnel on referral process and compliance Series 7, Series 63, Series 66, Series 3, Series 31 Life and variable annuities, Insurance adjuster



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