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LLOYD K

Financial Advisor - 16 Years of Experience - Near 22652

Occupation:

Financial Advisor

Education Level:

Some College Units Completed

Will Relocate:

YES

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Sales Professional focused on fostering trust and cultivating partnerships based on financial accountability and transparency. Skilled at building relationships with clients and surpassing quotas and expectations. Accomplishments FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer

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COMPANY POSITION HELD DATES WORKED

(Confidential) Vice President, Financial Services Manger 5/2015 - Present
Pro Equities Financial Advisor 4/2014 - 5/2015
Insurance Consultant Bankers Life 1/2012 - 5/2015
Roberts Carpets Project Manager 3/1999 - 12/2011
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Highlights:

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