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Traci B Simons

from Norfolk, VA
Age ~54
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Also known as:
Traci Etal Simons, Traci N Simons, Traci B S Gallagy, Traci B Smons, Traci B Fimons, Traci B Callagy
Phone and address:
9578 26Th Bay St, Norfolk, VA 23518
(757) 362-3383
Related to:
Ruth H Simons
Connected to:
Abbey C Simons, 28Adam P Simons, 48Alison Simons, 32Allison C Simons, 49Althea R Simons, 98Andrea K Simons, 45Anthony W Simons, 66Ashleigh V Simons, 35Bardon F Simons, 66Ben J Simons, 53

Traci Simons Phones & Addresses

  • 9578 26Th Bay St, Norfolk, VA 23518 (757) 362-3383 (757) 362-3395
  • 2140 Vista Cir, Virginia Beach, VA 23451 (757) 412-2231
  • 2140 Vista Cir APT 201, Virginia Bch, VA 23451 (757) 412-0083
  • Brookline, MA
  • Charlotte, NC
  • Newington, CT
  • Charlestown, MA
  • 9578 26Th Bay St, Norfolk, VA 23518 (757) 362-3383

Work

Position: Financial Professional

Education

Degree: Associate degree or higher

Resumes

Resumes

Traci Simons Photo 1

Vp- Financial Consultant

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Location:
Virginia Beach, VA
Industry:
Financial Services
Work:
Charles Schwab
Vp- Financial Consultant
Abnb Federal Credit Union Nov 2018 - Mar 2019
Financial Advisor, Cuso Financial Services, Lp
Wells Fargo Feb 2018 - May 2018
Premier Banker
Capital Wealth Planning, Llc Dec 2016 - May 2017
Regional Director
Education:
Clark University 1989 - 1993
Bachelors, Bachelor of Arts
Skills:
Investments
Mutual Funds
Retirement Planning
Asset Allocation
Financial Services
Series 66
Hold Series 7
Life and Health Insurance Licenses
Traci Simons Photo 2

Regional Director

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Location:
500 Salem St, Smithfield, RI 02917
Industry:
Financial Services
Work:
Capital Wealth Planning, Llc
Regional Director
Fidelity Investments 2003 - Dec 2015
Senior Vice President - External Wholesaler
Fidelity Investments 2000 - 2002
Regional Vice President - External Wholesaler - Charlotte, Nc
Fidelity Investments 1997 - 1999
Internal Wholesaler
State Street Research 1996 - 1997
Internal Wholesaler
Education:
Clark University 1993 - 1993
Bachelors, Bachelor of Arts, Psychology
Skills:
Retirement Planning
Investments
Wealth Management
Asset Allocation
Finance
Retirement
Financial Planning
Mutual Funds
Series 7
Series 63
401K
Financial Services
Etfs
Traci Simons Photo 3

Traci Simons

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Traci B Simons from Norfolk, VA, age ~54 Get Report