Resumes
Resumes

Financial Advisor
View pageLocation:
Mt Pleasant, SC
Industry:
Investment Management
Work:
Assurance Wealth Advisors
Financial Advisor
First Trust Jun 2012 - Jul 2017
Vice President
First Trust Mar 2010 - Jun 2012
Internal Wholesaler
Northwestern Mutual Jan 2009 - Mar 2010
Registered Representative
Jpmorgan Chase & Co. Jun 2007 - Jan 2009
Licensed Banker
Financial Advisor
First Trust Jun 2012 - Jul 2017
Vice President
First Trust Mar 2010 - Jun 2012
Internal Wholesaler
Northwestern Mutual Jan 2009 - Mar 2010
Registered Representative
Jpmorgan Chase & Co. Jun 2007 - Jan 2009
Licensed Banker
Education:
Benedictine University
Bachelors, Bachelor of Business Administration, Marketing, Finance
Bachelors, Bachelor of Business Administration, Marketing, Finance
Skills:
Financial Advisory
Asset Allocation
Asset Management
Wealth Management
Client Relations
Build Strong Relationships
Presentation Skills
Outside and External Sales
Profit Optimization
Mutual Funds
Etfs
Finance
Series 7
Series 63
Series 6
Series 65
Consultative Selling
Asset Allocation
Asset Management
Wealth Management
Client Relations
Build Strong Relationships
Presentation Skills
Outside and External Sales
Profit Optimization
Mutual Funds
Etfs
Finance
Series 7
Series 63
Series 6
Series 65
Consultative Selling
Certifications:
Series 7, 63 and 65

Associate Director
View pageLocation:
Charleston, SC
Work:
Wisdomtree Asset Management
Associate Director
Associate Director

Justin Glembin
View page