Search

Genevieve Marie Zeletz

from Houston, TX
Age ~51

Genevieve Zeletz Phones & Addresses

  • 1430 Fountain View Dr APT 346, Houston, TX 77057 (713) 834-4150
  • 700 Hearn St, Austin, TX 78703
  • 3001 Cedar St, Austin, TX 78705
  • 614 1St St, Austin, TX 78704
  • 4520 Avenue H, Austin, TX 78751
  • Honolulu, HI
  • 614 S 1St St APT 332, Austin, TX 78704

Work

Company: Mosaic advisors Sep 2018 Position: Client manager

Education

Degree: Bachelors, Bachelor of Arts School / High School: The University of Texas at Austin 1991 to 1997 Specialities: Sociology

Skills

Investments • Mutual Funds • Retirement • Retirement Planning • Finra • Series 7 • Series 6 • Asset Allocation • 401K • Financial Services • Uniform Combined State Law • Investment Strategies • Life Insurance • Wealth Management • Securities • Trading • Alternative Investments • Inside Sales • Hold Series 7 • Series 66 • Investment Sales

Ranks

Certificate: Series 7 License

Industries

Financial Services

Resumes

Resumes

Genevieve Zeletz Photo 1

Client Manager

View page
Location:
Houston, TX
Industry:
Financial Services
Work:
Mosaic Advisors
Client Manager

Ameriprise Financial Services, Inc. Apr 2018 - Sep 2018
Client Specialist

Ameriprise Financial Services, Inc. Aug 2012 - Sep 2017
Trading Paraplanner at Ameriprise Financial Services, Inc

Invesco Us Aug 2010 - Jan 2012
Internal Retirement Sales Consultant

Aim Investments Invesco Aim Invesco Jun 2005 - Jul 2010
Technical Retirement Specialist and Chairman's Council Representative
Education:
The University of Texas at Austin 1991 - 1997
Bachelors, Bachelor of Arts, Sociology
The University of Texas at 1991 - 1997
Bachelors, Bachelor of Arts, Sociology
Klein Forest High School 1987 - 1991
Skills:
Investments
Mutual Funds
Retirement
Retirement Planning
Finra
Series 7
Series 6
Asset Allocation
401K
Financial Services
Uniform Combined State Law
Investment Strategies
Life Insurance
Wealth Management
Securities
Trading
Alternative Investments
Inside Sales
Hold Series 7
Series 66
Investment Sales
Certifications:
Series 7 License
Series 66 License
Genral Lines- Lah & Hmo License
Genevieve Marie Zeletz from Houston, TX, age ~51 Get Report