Resumes
Resumes
Financial Advisor, Cfp At Ameriprise Financial
View pagePosition:
Financial Advisor CFP®, Vice President at Ameriprise Financial
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work:
Ameriprise Financial since Mar 2009
Financial Advisor CFP, Vice President
Banc of America Investments Sep 2004 - Mar 2009
Financial Advisor
Southwest Securities Jan 1997 - Dec 2001
Financial Advisor
Financial Advisor CFP, Vice President
Banc of America Investments Sep 2004 - Mar 2009
Financial Advisor
Southwest Securities Jan 1997 - Dec 2001
Financial Advisor
Education:
Texas State University-San Marcos 1991 - 1995
Finance
Finance
Skills:
Series 7
Retirement Planning
Series 63
Asset Allocation
Investment Advisory
Wealth Management
Retirement
Fixed Annuities
Mutual Funds
Estate Planning
Uniform Combined State Law
Strategic Financial Planning
Financial Planners
Investments
IRAs
Series 6
Portfolio Management
ETFs
Investment Strategies
401k
Retirement Planning
Series 63
Asset Allocation
Investment Advisory
Wealth Management
Retirement
Fixed Annuities
Mutual Funds
Estate Planning
Uniform Combined State Law
Strategic Financial Planning
Financial Planners
Investments
IRAs
Series 6
Portfolio Management
ETFs
Investment Strategies
401k
Certifications:
CFP®
APMA
APMA