Resumes
Resumes
Certified Financial Plannerâ And Vice President Operations
View pageLocation:
Paradise Valley, AZ
Industry:
Financial Services
Work:
Unified Financial Services, LLC
Registered Financial Assistant
Charles Schwab May 2006 - Aug 2008
Customer Service Representative
Registered Financial Assistant
Charles Schwab May 2006 - Aug 2008
Customer Service Representative
Education:
University of Colorado at Boulder - Leeds School of Business 2001 - 2005
Bachelors, Finance
Bachelors, Finance
Skills:
Series 63
Term Life Insurance
Health Insurance
Series 7
Variable
Wealth Management
Leadership
Series 24
Finra
Term Life Insurance
Health Insurance
Series 7
Variable
Wealth Management
Leadership
Series 24
Finra