Resumes
Resumes
Financial Advisor
View pageLocation:
Kalamazoo, MI
Industry:
Financial Services
Work:
Cuna Brokerage Services, Inc
Financial Advisor
Rose Street Advisors
Financial Advisor
Credent Wealth Management Apr 2018 - Mar 2019
Financial Advisor
Oak Point Wealth Management Dec 2017 - Apr 2018
Financial Advisor
J.p Morgan Chase Bank N.a May 2017 - Dec 2017
Private Client Banker
Financial Advisor
Rose Street Advisors
Financial Advisor
Credent Wealth Management Apr 2018 - Mar 2019
Financial Advisor
Oak Point Wealth Management Dec 2017 - Apr 2018
Financial Advisor
J.p Morgan Chase Bank N.a May 2017 - Dec 2017
Private Client Banker
Education:
College For Financial Planning 2016 - 2016
Kaplan Financial University 2010 - 2013
Kaplan Financial University 2010 - 2013
Skills:
Banking
Sales
Sales
Certifications:
Chartered Financial Planning Counselor
Series 7 - General Securities Representative Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Life, Accident & Health Insurance Licenses
Series 7 - General Securities Representative Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Life, Accident & Health Insurance Licenses
Owner
View pageWork:
Midwest Malibu Madness
Owner
Owner