Resumes
Resumes
Financial Advisor
View pageLocation:
Charleston, WV
Industry:
Financial Services
Work:
Janney Montgomery Scott Llc
Financial Advisor
United Bank Inc Jun 2001 - Aug 2001
Summer Intern and Office Assistant
Shelley Moore Capito For U.s Congress Jun 2000 - Sep 2000
Volunteer
Peak Land Development Corp Jun 2000 - Sep 2000
Vice President of Research and Development
Financial Advisor
United Bank Inc Jun 2001 - Aug 2001
Summer Intern and Office Assistant
Shelley Moore Capito For U.s Congress Jun 2000 - Sep 2000
Volunteer
Peak Land Development Corp Jun 2000 - Sep 2000
Vice President of Research and Development
Education:
Gettysburg College 1999 - 2003
Bachelors, Business Administration, Management, Business Administration and Management Tidewater Community College
Bachelors, Business Administration, Management, Business Administration and Management Tidewater Community College
Skills:
Retirement Planning
Strategic Financial Planning
Financial Advisory
Fixed Annuities
Portfolio Management
Retirement
Investment Strategies
Equities
Mutual Funds
Etfs
401K
Asset Allocation
Series 7
Alternative Investments
Estate Planning
Life Insurance
Strategic Planning
Personal Financial Planning
Bonds
Asset Management
Iras
Individual Retirement Plans
Asset Managment
Risk Management
College Savings Plans
Term Life Insurance
Variable Annuities
Certificates of Deposit
Municipal Bonds
Corporate Finance
Unit Investment Trusts
Fee Based Accounts
Market Research
401K Rollovers
Pensions
Simple Ira
Roth Ira
Sep Ira
Stock Trading
Index Funds
Rollovers
Technical Analysis
529 Plans
Finra
Strategic Financial Planning
Financial Advisory
Fixed Annuities
Portfolio Management
Retirement
Investment Strategies
Equities
Mutual Funds
Etfs
401K
Asset Allocation
Series 7
Alternative Investments
Estate Planning
Life Insurance
Strategic Planning
Personal Financial Planning
Bonds
Asset Management
Iras
Individual Retirement Plans
Asset Managment
Risk Management
College Savings Plans
Term Life Insurance
Variable Annuities
Certificates of Deposit
Municipal Bonds
Corporate Finance
Unit Investment Trusts
Fee Based Accounts
Market Research
401K Rollovers
Pensions
Simple Ira
Roth Ira
Sep Ira
Stock Trading
Index Funds
Rollovers
Technical Analysis
529 Plans
Finra
Interests:
Cars
Scuba
Hiking
Camping
Wvu Football
West Virginia History
Hunting
Fishing
Scuba
Hiking
Camping
Wvu Football
West Virginia History
Hunting
Fishing
Certifications:
Series 7
Series 65
Series 66
Insurance: Life, Accident & Sickness, Variable Annuity
Series 65
Series 66
Insurance: Life, Accident & Sickness, Variable Annuity