Resumes
Resumes

Senior Reg Client Service Associate
View pageLocation:
14719 2Nd Avenue Cir northeast #northeast, Bradenton, FL 34212
Industry:
Financial Services
Work:
Raymond James
Senior Reg Client Service Associate
Raymond James Jul 2012 - Apr 2016
Registered Client Associate Ii
Premier Financial Group Jan 2002 - May 2011
Financial Advisor, Operations Manager, Registered Paraplanner, Chief Compliance Officer
Senior Reg Client Service Associate
Raymond James Jul 2012 - Apr 2016
Registered Client Associate Ii
Premier Financial Group Jan 2002 - May 2011
Financial Advisor, Operations Manager, Registered Paraplanner, Chief Compliance Officer
Education:
College For Financial Planning 2007 - 2008
California State University, Chico 1972 - 1974
California State University, Chico 1972 - 1974
Skills:
Series 63
Finance
Registered Paraplanner
Series 65
Investment Advisory
Ca Insurance License
Series 7
Retirement Planning
Fl Insurance License
Series 24
Finance
Registered Paraplanner
Series 65
Investment Advisory
Ca Insurance License
Series 7
Retirement Planning
Fl Insurance License
Series 24
Interests:
Traveling
Reading
Hiking
Digital Photography
Fishing
Reading
Hiking
Digital Photography
Fishing
