Resumes
Resumes
Financial Planner And Wealth Advisor
View pageLocation:
P/O Box 2928, Santa Clara, CA
Industry:
Financial Services
Work:
Wilde Wealth Management Group, Inc.
Financial Planner and Wealth Advisor
Charles Schwab Oct 2005 - Feb 2012
Investment Consultant
Metlife Mar 2002 - Oct 2005
Financial Advisor and Planner
American Express Financial Advisors 2002 - 2003
Financial Advisor
Financial Planner and Wealth Advisor
Charles Schwab Oct 2005 - Feb 2012
Investment Consultant
Metlife Mar 2002 - Oct 2005
Financial Advisor and Planner
American Express Financial Advisors 2002 - 2003
Financial Advisor
Education:
Liberty University 1995 - 2000
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Skills:
Wealth Management
Investment Strategies
Retirement
Portfolio Management
Asset Allocation
Investments
Series 7
Financial Planners
Securities
Investment Advisory
Alternative Investments
Mutual Funds
Financial Advisory
Rfp
Series 63
Estate Planning
Cfp
Retirement Income Strategies
Insurance Planning
Series 66
Uniform Combined State Law
Certified Financial Planner
Retirement Planning
Investment Strategies
Retirement
Portfolio Management
Asset Allocation
Investments
Series 7
Financial Planners
Securities
Investment Advisory
Alternative Investments
Mutual Funds
Financial Advisory
Rfp
Series 63
Estate Planning
Cfp
Retirement Income Strategies
Insurance Planning
Series 66
Uniform Combined State Law
Certified Financial Planner
Retirement Planning
Certifications:
Accredited Asset Management Specialist (Aams)
Certified Financial Planner™ Professional
Certified Financial Planner
Certified Financial Planner™ Professional
Certified Financial Planner