Jonathon V Kollra

Pompano Beach, FL

Financial Services

The Retirement Income Store
Business Development Officer
Financial Engines
Vice President Investments
The Mutual Fund Store Jun 2016 - Sep 2016
Vice President Investments
Edelman Financial Services Jun 2016 - Sep 2016
Senior Vice President Financial Planning at Edelman Financial Engines
Charles Schwab Feb 2013 - Jun 2016
Relationship Manager

Nova Southeastern University 2000 - 2002
Master of Business Administration, Masters, Finance University of Miami Herbert Business School 1992 - 1996
Bachelors, Bachelor of Business Administration, Marketing, International Finance

Investments
Financial Services
Series 7
Series 63
Wealth Management
Equities
Securities
Portfolio Management
Retirement Planning
Mutual Funds
Series 65
Investment Strategies
Investment Advisory
Uniform Combined State Law
Fixed Income
Retirement
Asset Allocation
Options
Wealth
Series 24
Finra
Leadership
Financial Advisory
401K
Sales Management
Coaching
Etfs
Recruiting
Risk Management
Relationship Management
Estate Planning
Insurance
Alternative Investments
Asset Management
Bonds
Investment Management
Trading
Strategic Financial Planning
Wealth Management Services
Investment Products
Series 9 and 10

Investing
University of Miami Athletics
Transporter 2 Stand In For Commercials
Dale Jr
Dan Marino
Stuck on You
Matt Kenseth
Golf
Csi Miami Movies
From Justin To Kelly

Smartvestor Pro

Branch Manager at TD Ameritrade

Miami/Fort Lauderdale Area

Financial Services