Resumes
Resumes
Financial Advisor
View pageLocation:
Frisco, TX
Industry:
Financial Services
Work:
Southwestern Investment Group
Financial Advisor
Merrill Lynch 1997 - 2014
Senior Registered Client Associate
Financial Advisor
Merrill Lynch 1997 - 2014
Senior Registered Client Associate
Education:
The University of Texas at Dallas 1995 - 1997
Bachelors, Economics, Finance
Bachelors, Economics, Finance
Skills:
Series 7
Mutual Funds
Series 63
Retirement Planning
Wealth Management
Securities
Investments
Asset Allocation
Retirement
Portfolio Management
Financial Services
General Insurance
Mutual Funds
Series 63
Retirement Planning
Wealth Management
Securities
Investments
Asset Allocation
Retirement
Portfolio Management
Financial Services
General Insurance
Interests:
Human Rights
Children
Environment
Economic Empowerment
Children
Environment
Economic Empowerment
Certifications:
Texas Educator Certificate Ce-6 With Esl
Series 7, Series 66
Insurance License- Health and Life
Series 7, Series 66
Insurance License- Health and Life