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Linda Anne O'Loughlin

from Mooresville, NC
Age ~56

Linda O'Loughlin Phones & Addresses

  • Mooresville, NC
  • Hull, MA
  • Sherrills Ford, NC
  • Huntersville, NC
  • Ponte Vedra Beach, FL
  • Jacksonville, FL

Work

Company: Ubs financial services, inc Jun 2012 Position: Registered client service associate

Education

School / High School: Curry College- Milton, MA Sep 1986 Specialities: Nursing, Communications and Public Relations

Skills

Investments • Asset Allocation • Wealth Management • Securities • Mutual Funds • Retirement Planning • Alternative Investments • Fixed Income • Financial Services • Insurance • Trading • Financial Analysis

Ranks

Certificate: Series 7, Series 63

Interests

Children • Animals • Music • Sports • Fundraising

Industries

Financial Services

Resumes

Resumes

Linda O'Loughlin Photo 1

Senior Registered Client Service

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Location:
132 Rosewood Ln, Mooresville, NC 28117
Industry:
Financial Services
Work:
UBS Financial Services - Wellesley, MA since Jun 2012
Registered Client Service Associate

TIAA-CREF LLC - Charlotte, North Carolina Area Sep 2010 - Nov 2011
Retirement Planning Consultant

JJB HILLIARD, WL LYONS LLC - Charlotte, North Carolina Area Oct 2007 - May 2009
Senior Registered Client Associate
Education:
Curry College 1986 - 1988
Cohasset Jr./Sr. High School 1980 - 1986
Diploma, General Studies
Skills:
Investments
Asset Allocation
Wealth Management
Securities
Mutual Funds
Retirement Planning
Alternative Investments
Fixed Income
Financial Services
Insurance
Trading
Financial Analysis
Interests:
Children
Animals
Music
Sports
Fundraising
Certifications:
Series 7, Series 63
Nc Resident Life, Variable, Health and Long Term Care/Medicare Insurance Licensed
Financial Industry Regulatory Authority (Finra)
State of North Carolina
Linda O'Loughlin Photo 2

Linda O'loughlin Hull, MA

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Work:
UBS FINANCIAL SERVICES, INC

Jun 2012 to 2000
Registered Client Service Associate

THE RED PARROT RESTAURANT
Hull, MA
Jan 2012 to Aug 2012
Dining Room Supervisor

TIAA-CREF LLC
Charlotte, NC
Sep 2010 to Nov 2011
Retirement Planning Consultant

J.J.B. Hilliard, W.L. Lyons LLC
Charlotte, NC
Oct 2007 to Apr 2009
Registered Client Service Associate

RBC Wealth Management
Charlotte, NC
May 2005 to Sep 2007
Registered Client Associate

Exit 36 Grill & Billiards
Mooresville, NC
Dec 2004 to May 2005
General Manager

Morgan Stanley
Charlotte, NC
Nov 2003 to Dec 2004
Operations Associate

Falapco
Huntersville, NC
Jun 2003 to Sep 2003
Administrative Assistant

J.P. Turner, LLC

Jun 2000 to Apr 2003
Operations Manager

Education:
Curry College
Milton, MA
Sep 1986 to Jan 1988
Nursing, Communications and Public Relations

Sr. High School
Cohasset, MA
Jun 1986
High School Diploma

Linda Anne O'Loughlin from Mooresville, NC, age ~56 Get Report