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Steve J Georgoulakis

from San Antonio, TX
Age ~45

Steve Georgoulakis Phones & Addresses

  • 12222 Vance Jackson, San Antonio, TX 78230
  • 9235 Autumn Sun, San Antonio, TX 78254
  • 5655 Utsa Blvd, San Antonio, TX 78249
  • Boerne, TX

Work

Company: Usaa Dec 1, 2014 Position: Business support advisor

Education

Degree: Masters School / High School: Webster University 2002 to 2004 Specialities: Business Administration, Management, Business Administration and Management

Skills

Wealth Management • Financial Advisory • Wealth • Series 7 • Retirement Planning • Finance • Uniform Combined State Law • Asset Allocation • Investment Advisory • Wealth Management Services • Series 65 • Strategic Financial Planning • Retirement • Mutual Funds • Series 63 • Fixed Annuities • Iras • Investment Strategies • Certified Financial Planner • Lean Six Sigma • Financial Planning

Ranks

Certificate: Certified Financial Planner Boad of Standards, License 148920

Industries

Financial Services

Resumes

Resumes

Steve Georgoulakis Photo 1

Business Support Advisor

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Location:
San Antonio, TX
Industry:
Financial Services
Work:
Usaa
Business Support Advisor

Usaa Aug 2002 - Dec 2014
Wealth Advisor
Education:
Webster University 2002 - 2004
Masters, Business Administration, Management, Business Administration and Management
The University of Texas at San Antonio 1998 - 2001
Skills:
Wealth Management
Financial Advisory
Wealth
Series 7
Retirement Planning
Finance
Uniform Combined State Law
Asset Allocation
Investment Advisory
Wealth Management Services
Series 65
Strategic Financial Planning
Retirement
Mutual Funds
Series 63
Fixed Annuities
Iras
Investment Strategies
Certified Financial Planner
Lean Six Sigma
Financial Planning
Certifications:
Certified Financial Planner Boad of Standards, License 148920
Certified Financial Planner Tm
License 148920
Steve J Georgoulakis from San Antonio, TX, age ~45 Get Report