Resumes
Resumes
Financial Advisor
View pageLocation:
Minneapolis, MN
Industry:
Investment Management
Work:
Gradient Investments, LLC since Sep 2009
Director of Business Development
Wealth Enhancement Group Jan 2007 - Sep 2009
Sr. Asset Manager
Director of Business Development
Wealth Enhancement Group Jan 2007 - Sep 2009
Sr. Asset Manager
Education:
The University of North Dakota
Skills:
Chartered Financial Analyst
Attribution
Asset Managment
Marketing
Asset Allocation
Asset Management
Financial Analysis
Alternative Investments
Investments
Mutual Funds
Series 7
Wealth Management
Equities
Investment Strategies
Investment Advisory
Securities
Portfolio Management
Finance
Retirement Planning
Financial Planning
Financial Services
Financial Advisory
Risk Management
Attribution
Asset Managment
Marketing
Asset Allocation
Asset Management
Financial Analysis
Alternative Investments
Investments
Mutual Funds
Series 7
Wealth Management
Equities
Investment Strategies
Investment Advisory
Securities
Portfolio Management
Finance
Retirement Planning
Financial Planning
Financial Services
Financial Advisory
Risk Management
Certifications:
Series 7
Series 66
Finra
Series 66
Finra
Adam Netland
View pageLocation:
Minneapolis, MN
Work:
Keystone Wealth Advisors May 2016 - Jan 2019
Financial Advisor
Financial Advisor