Resumes
Resumes
President, Chartered Retirement Plans Specialist, Financial Advisor
View pageLocation:
131 2Nd Ave north, Jacksonville Beach, FL 32250
Industry:
Financial Services
Work:
Beachside Benefits an Independent Firm - 830 South Third Street Unit 104 Jacksonville Beach, FL 32250 since Oct 2012
Owner, Chartered Retirement Plans Specialist, Financial Advisor
Mary Carter Financial Services - Jacksonville Beach, FL Apr 2007 - Oct 2012
Chartered Retirement Plans Specialist, Financial Advisor
Mary Carter Financial Services Apr 2005 - Apr 2007
Insurance and Benefits Coordinator
Owner, Chartered Retirement Plans Specialist, Financial Advisor
Mary Carter Financial Services - Jacksonville Beach, FL Apr 2007 - Oct 2012
Chartered Retirement Plans Specialist, Financial Advisor
Mary Carter Financial Services Apr 2005 - Apr 2007
Insurance and Benefits Coordinator
Education:
Florida State University 1996 - 2000
Bachelors, Social Science - HR focused
Bachelors, Social Science - HR focused
Skills:
Retirement Planning
Retirement
Investments
Financial Advisory
Estate Planning
Securities
Insurance
Life Insurance
Employee Benefits
Long Term Care
Qualified Retirement Plans
Mutual Funds
Financial Services
Finra
Disability Insurance
Wealth Accumulation
Retirement
Investments
Financial Advisory
Estate Planning
Securities
Insurance
Life Insurance
Employee Benefits
Long Term Care
Qualified Retirement Plans
Mutual Funds
Financial Services
Finra
Disability Insurance
Wealth Accumulation