Resumes
Resumes
Senior Consultant
View pageLocation:
201 east Clark St, Albert Lea, MN 56007
Industry:
Financial Services
Work:
Cetera Advisor Networks Llc Jan 2016 - Aug 2018
Registered Representative
Intellicents Jan 2016 - Aug 2018
Senior Consultant
Registered Representative
Intellicents Jan 2016 - Aug 2018
Senior Consultant
Education:
University of Minnesota 1991 - 1997
Bachelors, Bachelor of Science, Management
Bachelors, Bachelor of Science, Management
Skills:
401K
Retirement
Retirement Planning
Employee Benefits
Pensions
Mutual Funds
Asset Allocation
Investments
Insurance
Investment Advisory
Health Insurance
Marketing Strategy
Life Insurance
Disability Insurance
Portfolio Management
Strategic Financial Planning
Financial Services
Asset Management
Relationship Management
Retirement
Retirement Planning
Employee Benefits
Pensions
Mutual Funds
Asset Allocation
Investments
Insurance
Investment Advisory
Health Insurance
Marketing Strategy
Life Insurance
Disability Insurance
Portfolio Management
Strategic Financial Planning
Financial Services
Asset Management
Relationship Management
Certifications:
Series 6 - Investment Company Products
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor
Accredited Investment Fiduciary
Fi360
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor
Accredited Investment Fiduciary
Fi360