Resumes
Resumes
Senior Registered Client Associate
View pageLocation:
Greensboro, NC
Industry:
Financial Services
Work:
Advocare
Independent Distributor
Merrill Lynch
Senior Registered Client Associate
Independent Distributor
Merrill Lynch
Senior Registered Client Associate
Education:
University of North Carolina at Greensboro 2004 - 2008
Bachelors, Bachelor of Science, Psychology Central Davidson High School
Bachelors, Bachelor of Science, Psychology Central Davidson High School
Skills:
Alternative Investments
Estate Planning
Series 63
Fixed Income
Retirement Planning
Investments
Bloomberg
Investment Advisory
Asset Allocation
Equities
Wealth Management
Mutual Funds
Uniform Combined State Law
Finra
401K Rollovers
Etfs
Retirement
Series 65
Crpc
Series 7
Securities
Estate Planning
Series 63
Fixed Income
Retirement Planning
Investments
Bloomberg
Investment Advisory
Asset Allocation
Equities
Wealth Management
Mutual Funds
Uniform Combined State Law
Finra
401K Rollovers
Etfs
Retirement
Series 65
Crpc
Series 7
Securities