Continue growth in financial planning to include managing new or young planners.
Tags for this Online Resume:
online teacher, part-time faculty, instructor, Captivate, online learning developer, Trust Sales and Marketing, Wealth Management, Estate Trust Planning, Certified Financial Planner, Charitable Trust, Strategic Planning, speech pathologist, Speech-Language Pathologist, SLP, Speech Language
I am a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...
Tags for this Online Resume:
Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner
I will obtain my Series 65 and Series 7 Licenses and become a well-respected financial planner.
Tags for this Online Resume:
OH
 To obtain a position within the research department at a financial firm in the Tampa / St. Petersburg region, so I can utilize my FINRA licenses, obtain new licenses, and in turn further my career.
Tags for this Online Resume:
Research Analyst, Technical Analysis, Financial Planner, Director of Research
Tags for this Online Resume:
CFP, Private Banking, Middle Market Corporate, Wealth Management, Ultra-High Net Worth, High Net Worth