Resumes
Resumes
Owner,Financial Advisor, Investment Manager, And Retirement Professional
View pageLocation:
1932 Tallgrass Cir, Waukesha, WI 53188
Industry:
Investment Management
Work:
Aegis Wealth Advisors, LLC since Aug 2005
Managing Partner
Intervest International Equities Corp. Jul 2002 - Aug 2005
Investment Advisory Representative
Hornor, Townsend, & Kent/Penn Mutual Dec 1999 - Jun 2002
Registered Rep & Investment Advisory Associate
The Acacia Group Aug 1995 - Dec 1999
Financial Planner
The Aegis Group May 1992 - Aug 1995
Managing Director
Managing Partner
Intervest International Equities Corp. Jul 2002 - Aug 2005
Investment Advisory Representative
Hornor, Townsend, & Kent/Penn Mutual Dec 1999 - Jun 2002
Registered Rep & Investment Advisory Associate
The Acacia Group Aug 1995 - Dec 1999
Financial Planner
The Aegis Group May 1992 - Aug 1995
Managing Director
Education:
College for Financial Planning 2007 - 2009
AWMA, Accredited Wealth Management AdvisorCurrently Enrolled. Testing to take place 4th Quarter 2009 NASD/Series 65 1998 - 2009
Series 65 License, Investment AdvisoryThere is no history of complaints or arbitration. International Association of Registered Financial Consultants 1995 - 2009
RFC, Financial Planning & Wealth Management State of Wisconsin Department of Insurance 1989 - 2009
Life Insurance License, Life and HealthHas an unblemished record of compliance with no complaints. NASD/Series 6 & 63 1994 - 2005
Series 6 & 63, Investment ManagementThere is no history of complaints or arbitration. Solomon Juneau High School 1975 - 1979
12th grade University of Wisconsin-Milwaukee 1975 - 1979
Bachelor of Science, Criminal Justice & School of Business
AWMA, Accredited Wealth Management AdvisorCurrently Enrolled. Testing to take place 4th Quarter 2009 NASD/Series 65 1998 - 2009
Series 65 License, Investment AdvisoryThere is no history of complaints or arbitration. International Association of Registered Financial Consultants 1995 - 2009
RFC, Financial Planning & Wealth Management State of Wisconsin Department of Insurance 1989 - 2009
Life Insurance License, Life and HealthHas an unblemished record of compliance with no complaints. NASD/Series 6 & 63 1994 - 2005
Series 6 & 63, Investment ManagementThere is no history of complaints or arbitration. Solomon Juneau High School 1975 - 1979
12th grade University of Wisconsin-Milwaukee 1975 - 1979
Bachelor of Science, Criminal Justice & School of Business
Skills:
Strategic Financial Planning
Financial Advisory
Wealth
Investment Advisory
Financial Planning
Portfolio Management
Fixed Annuities
Finance
Retirement Planning
Financial Services
Strategy
Wealth Accumulation
Investment Strategies
Small Business
Investment Management
Wealth Management Services
Financial Planners
Insurance
Fixed Income
Life Insurance
Long Term Care
Management
Risk Management
Personal Finance
Mutual Funds
Equity Research
Trusts
401K
Asset Allocation
Asset Management
Alternative Investments
Securities
Iras
Disability Insurance
Strategic Partnerships
Employee Benefits
Long Term Care Insurance
Private Wealth Management
Charitable Giving Strategies
Wealth Transfer
Wealth Preservation Strategies
Series 7
Estate Tax Planning
Series 63
Tax
Bonds
Term Life Insurance
Relationship Management
401K Rollovers
High Net Worth Individuals
Financial Advisory
Wealth
Investment Advisory
Financial Planning
Portfolio Management
Fixed Annuities
Finance
Retirement Planning
Financial Services
Strategy
Wealth Accumulation
Investment Strategies
Small Business
Investment Management
Wealth Management Services
Financial Planners
Insurance
Fixed Income
Life Insurance
Long Term Care
Management
Risk Management
Personal Finance
Mutual Funds
Equity Research
Trusts
401K
Asset Allocation
Asset Management
Alternative Investments
Securities
Iras
Disability Insurance
Strategic Partnerships
Employee Benefits
Long Term Care Insurance
Private Wealth Management
Charitable Giving Strategies
Wealth Transfer
Wealth Preservation Strategies
Series 7
Estate Tax Planning
Series 63
Tax
Bonds
Term Life Insurance
Relationship Management
401K Rollovers
High Net Worth Individuals
Interests:
Family
My Chocolate Lab Coco
Children
Cooking
Economic Empowerment
Education
Science and Technology
Sports
Hunting
Travel
Arts and Culture
Animal Welfare
My Chocolate Lab Coco
Children
Cooking
Economic Empowerment
Education
Science and Technology
Sports
Hunting
Travel
Arts and Culture
Animal Welfare
Languages:
English
Greek
Spanish
Greek
Spanish