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Online Resumes with "Series 63"



futures or equity markets

Tags for this Online Resume: series 7, series 3, series 63

Trader-Trade Desk Representative- Commodities Broker, 20 years experience, Chicago

Results driven Financial Services Professional with significant, progressive experience specializing in financial futures and option derivatives. Expertise in fixed income products, equity, agriculture and energy instruments. Excellent communication and account management skills with a proven record of accurate, efficient and swift execution of futures transactions. I am looking for a position to expand on my customer ser...

Tags for this Online Resume: trading, futures, financial services, series 7, series 63, options

Investment- Leadership experience - 9 years Experience- Charlotte, NC

Tags for this Online Resume: Series 7, Series 63, Leadership management, Conceptual Thinking, Series 6, Sales

Personal Financial Advisor - 10 Years of Experience - Near 45244

To create relationship with my clients to assist with working on the best scenario on accomplishing their financial goal. Examples retirement planning, college savings, etc

Tags for this Online Resume: series 66, adviser, series 7, cfp, series 63, broker, referrals, cincinnati

V.P. MUNICIPAL RETAIL SALES & MARKETING

High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal

Ideal Companies: GOLDMAN SACHS, JPMORGAN CHASE, LEHMAN BROTHERS

Tags for this Online Resume: SALES AND MARKETING, security, armed

Featured Profile

Financial Specialist - 20 Years of Experience - Near 11201

Conducted in-depth portfolio analysis to high net worth clients with Municipal assets from $1 million up to $250 million. advised how to manage portfolios and capitalize on technical and fundamental factors impacting the municipal market.

Tags for this Online Resume: Finance, , Excel,

Financial Analyst - 14 Years of Experience - Near 77581

Tags for this Online Resume: series 7, series 63, analyst, ms excel

Insurance Sales Representative - 20 Years of Experience - Near 06042

Tags for this Online Resume: CLU, Series 7, Series 26, Series 6, External Wholesaler, Series 63

Featured Profile

Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC

OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.

Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley

Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management

Financial Specialist - 10 Years of Experience - Near 22102

Tags for this Online Resume: series 6, series 65, series 63, ChFc

Featured Profile

Director of Human Resources - 20 Years of Experience - Near 22030

Proven human resources executive with experience leading and managing human capital strategy, functions and teams; In most recent position, presided over a period of 50% growth in staffing level and 60% growth in revenue (1992-2013), as well as strategic initiatives such as right-sizing when appropriate; National and international recruitment and staffing experience; Credited with creating an organizational culture of exce...

Ideal Companies: Non-Profits, Associations, For Profit

Tags for this Online Resume: Compensation, Benefits, Coaching and Counseling, Training , Talent Aquisition, Policy , Northern Virginia, Talent Management, Employee Relations, Human Resources

Financial Manager - 20 Years of Experience - Near 97229

Experienced and accomplished in building and leading successful product management teams that specialize in financial cross-affiliate business development and broker/dealer activities.

Tags for this Online Resume: Series 7, Series 24, Series 63, Product Manager, Sales Management, Business Management, Team Development, Business Collaboration