Resumes
Resumes
Financial Advisor | Certified Financial Plannerâ At Nbc Securities, Inc
View pageLocation:
1927 1St Ave north, Birmingham, AL 35203
Industry:
Financial Services
Work:
Nbc Securities, Inc.
Financial Advisor | Certified Financial Plannerâ at Nbc Securities, Inc
Jhs Capital Advisors, Llc Jul 2010 - Jul 2015
Financial Advisor
Ameriprise Financial Services, Inc. Jan 2007 - Jul 2010
Financial Advisor
Financial Advisor | Certified Financial Plannerâ at Nbc Securities, Inc
Jhs Capital Advisors, Llc Jul 2010 - Jul 2015
Financial Advisor
Ameriprise Financial Services, Inc. Jan 2007 - Jul 2010
Financial Advisor
Education:
The American College of Financial Services 2016 - 2019
College For Financial Planning 2014 - 2015
Master of Science, Masters The Wharton School 2013
St. Petersburg College 2012
Eckerd College 2002 - 2006
Bachelors, Bachelor of Arts, Economics The College For Financial Planning
Master of Science, Masters
College For Financial Planning 2014 - 2015
Master of Science, Masters The Wharton School 2013
St. Petersburg College 2012
Eckerd College 2002 - 2006
Bachelors, Bachelor of Arts, Economics The College For Financial Planning
Master of Science, Masters
Skills:
Wealth Management
Financial Planning
Personal Finance
Retirement Planning
Insurance
Personal Financial Planning
Health Insurance
Alternative Investments
Investment Advisory
Mutual Funds
Series 7
Financial Advisory
Investments
Investment Management
Certified Financial Planner
Portfolio Management
Asset Management
Financial Planning
Personal Finance
Retirement Planning
Insurance
Personal Financial Planning
Health Insurance
Alternative Investments
Investment Advisory
Mutual Funds
Series 7
Financial Advisory
Investments
Investment Management
Certified Financial Planner
Portfolio Management
Asset Management
Languages:
English
Certifications:
Certified Financial Planner
Certified Investment Management Analyst
Master Planner Advanced Studies
Chartered Mutual Fund Counselor
Accredited Wealth Management Analyst
Chartered Retirement Planning Counselor
Uniform Combined State Law Examination
Resident Life, Health & Variable Annuity License
General Securities Representative Examination
Chfebc
Accredited Investment Fiduciary
Chartered Life Underwriter
Chartered Financial Consultant (Chfc)
License 164393
License 125384
License Series 66
License P097260
License Series 7
Cfp Board, License 164393
Investment Management Consultants Association, License 125384
College For Financial Planning
Financial Industry Regulatory Authority (Finra), License Series 66
Florida Department of Financial Services, License P097260
Financial Industry Regulatory Authority (Finra), License Series 7
Certified Investment Management Analyst
Master Planner Advanced Studies
Chartered Mutual Fund Counselor
Accredited Wealth Management Analyst
Chartered Retirement Planning Counselor
Uniform Combined State Law Examination
Resident Life, Health & Variable Annuity License
General Securities Representative Examination
Chfebc
Accredited Investment Fiduciary
Chartered Life Underwriter
Chartered Financial Consultant (Chfc)
License 164393
License 125384
License Series 66
License P097260
License Series 7
Cfp Board, License 164393
Investment Management Consultants Association, License 125384
College For Financial Planning
Financial Industry Regulatory Authority (Finra), License Series 66
Florida Department of Financial Services, License P097260
Financial Industry Regulatory Authority (Finra), License Series 7