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Online Resumes with "Series 7 63 65"



Financial Specialist - 20 Years of Experience - Near 66210

Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...

Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER

Personal Financial Advisor

PROFESSIONAL SUMMARY Experienced, Licensed Professional looking to join a company that offers opportunities for growth and advancement. Excellent Customer Service Skills Sales Experience through previous jobs CORE QUALIFICATIONS Series 7, 63, 65, Life Health Excellent Communicator Variable Annuity Licenses Proven results by cold calling and meeting clients face to face Excellent customer service skills Sales experience thro...

Tags for this Online Resume: Cold Calling, Financial, Annuity, Customer Service, customer service skills, Sales, Series 63, Series 7

Chief Financial Officer

QUALIFICATIONS: * Over 14 years of investment experience and business experience Additional Qualifications: Passed CFA Level 1 exam Passed Series 7, 63, and 65 exams Registered Investment Advisor in the State of Florida Proficient in Bloomberg and multiple trading systems Proficient in MS Office. .

Tags for this Online Resume: Back Office, High Net Worth, Cash Flow, Transmissions, Interest Rate, Equity, Bloomberg, CFA, Economic Trends, Hedge Fund

Featured Profile

Financial Specialist - 16 Years of Experience. Series 7/63, 65 & 9/10 Brokerage Licenses

To obtain an Associate Principal Examiner position and conduct risk-based examinations of FINRA member firms and registered representatives. Key Strengths Strong knowledge of FINRA rules, and Federal Bank regulations. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include AML/BSA reporting, Patriot Act.

Ideal Companies: FINRA

Tags for this Online Resume: Account Management, ACH, Audit, Banking Industry, HVAC, Management, Microsoft, Microsoft Office, Project Management, Quality Assurance