Financial Sales

Jeffrey Scott Bosma

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

Davison, MI 48423

Email: **************@*****.***

Objective Financial Services

Education

Graduated 1990 Webber College, Babson Park, Florida with a Bachelor of Science In

Business Administration, Majoring in Finance

Graduated 2012 Penn Foster Career School with a Career Diploma in Bookkeeping

Certifications: The American Institute of Professional Bookkeepers

Mastering Adjusting Entries, Mastering Correction of Accounting Errors,

Mastering Payroll, Mastering Payroll, Mastering Depreciation, Mastering

Inventory, Mastering Tax Preparation for S Corporations, Mastering

Inventory Control and Fraud Prevention and Mastering Tax Preparation

for Sole Proprietorships

Enrolled Tax Agent

September 2014 Passed an IRS comprehensive examination demonstrating segnificant

knowledge and designated enrollment To Practece Before The IRS

9/2014 to 11/2015 Enrolled Plan Agent

American Institute of Retirement Education

Studied in preparation for The Enrolled Retirement Plan Agent Special

Enrollmement Examination (ERPA-SEE) Before The IRS until the end of

IRS testing due to administrative costs

November 2015 Kaplan University Financial Education

Currently studying in preparation for Series 6 Securities license entitling

me to register as a Limited Representative and sell Mutual Funds,

Variable Annuities and Insurance Premiums

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