Resumes
Resumes
Branch Manager And Financial Advisor And Certified Financial Plannerã Â Â
View pageLocation:
140 B Rue, Lafayette, LA
Industry:
Investment Management
Work:
Investment Partners of Acadiana Feb 1, 2009 - Sep 2015
Certified Financial Plannerã Â Â and Financial Advisor
Heggie Investment Partners Feb 1, 2009 - Sep 2015
Branch Manager and Financial Advisor and Certified Financial Plannerã Â Â
Morgan Stanley Feb 1994 - Feb 2009
Financial Advisor
Raymond James Feb 1994 - Feb 2009
Certified Financial Plannerã Â Â and Financial Advisor
Internal Revenue Service Feb 1988 - Feb 1994
Tax Auditor
Certified Financial Plannerã Â Â and Financial Advisor
Heggie Investment Partners Feb 1, 2009 - Sep 2015
Branch Manager and Financial Advisor and Certified Financial Plannerã Â Â
Morgan Stanley Feb 1994 - Feb 2009
Financial Advisor
Raymond James Feb 1994 - Feb 2009
Certified Financial Plannerã Â Â and Financial Advisor
Internal Revenue Service Feb 1988 - Feb 1994
Tax Auditor
Education:
Raymond James Institute of Investment Management Consulting 2009
Kaplan University 2007 - 2008
University of Louisiana at Lafayette 1982 - 1986
Bachelors, Bachelor of Science University of Louisiana at Lafayette;Bs;1982 – 1986;
Bachelors, Bachelor of Science
Kaplan University 2007 - 2008
University of Louisiana at Lafayette 1982 - 1986
Bachelors, Bachelor of Science University of Louisiana at Lafayette;Bs;1982 – 1986;
Bachelors, Bachelor of Science
Skills:
Estate Planning
Investments
Financial Planning
Insurance
Retirement Planning
Wealth Management
Retirement
Financial Advisory
Securities
Financial Planners
Risk Management
Investment Management
Pensions
Investments
Financial Planning
Insurance
Retirement Planning
Wealth Management
Retirement
Financial Advisory
Securities
Financial Planners
Risk Management
Investment Management
Pensions
Interests:
Report
Analysis
Analysis
Certifications:
Ceritified Financial Planner
License 141715
Certified Financial Plannerâ„¢ Professional
License 141715
Certified Financial Plannerâ„¢ Professional