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Online Resumes with "series 63 "
Financial Manager, Branch or Department - 16 Years of Experience - Near 22101
Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...
Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63
Financial Advisor - 20 Years of Experience - Near 02919
financial advisor in bank or credit unions, or salaried position in securities or insurance industry. will consider other teaching or managerial positions. owned several small business.
Tags for this Online Resume: series 7,24,63,9,10, life , owned smal businesses, human relations, teaching, long hours, Securities, Insurance, Operating Room, Series 24, Series 63, Series 7, HARD WORKER
Personal Financial Advisor - 20 Years of Experience - Near 33414
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.
Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7
Personal Financial Advisor - 5 Years of Experience - Near 97304
QUALIFICATIONS * Over 11 Years of experience in financial industry * Proven ability to increase sales and revenue * Series 7, 63, 66 licensed. Oregon Life, Health, Variable, Property and Casualty * Highly knowledgeable in all product areas * Proficient in Microsoft Word, Excel, Power Point, Netx360, Thomson One, Smart Office, and NaviPlan
Tags for this Online Resume: Financial, Financial Industry, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Sales, Sales Increase, Series 63
Financial Engineering - 4 Years of Experience - Near 10021
SKILLS SUMMARY * Passed CFA Level 1 December 2015 exam, FINRA Series 7, Series 63, Series 5 and Series 57
Tags for this Online Resume: Equities, Fixed Income, Bloomberg, Investment Opportunities, Macro (Predefined Code), Risk Analysis, Structured Query Language, Universe, Arabic Language, C++ Programming Language
Financial Advisor - 15 Years of Experience - Near 10706
Obtain a position in the financial services industry or the wine and spirits industry. I am a successful sales professional with proven marketing skills. I thrive on high net worth and corporate client acquisition, sales, liaison services and business activities requiring the highest levels of excellence and integrity. Travel is not an issue. I currently possess the FINRA Licenses Series 63, 7, 65 and the NYS Life and Healt...
Tags for this Online Resume: Bonds, Financial, Mutual Funds, Planning, Customer Relationship Management, Prime, Derivatives, Private Client, Real Estate, Management, Wines and spirits
Vice President - 20 Years of Experience - Near 83713
SUMMARY Over 25 years of business, financial and sales management experience specializing in the telecommunication industry. I excel at developing, executing and implementing fiber optic and wireless broadband networks, as well as executive presentations, financial planning/projections, budget development/management and working with multiple business units, staff members and organizations. I take great pride in loyalty and ...
Tags for this Online Resume: Bonds, Financial, Insurance, Investment Services, Mutual Funds, Series 63, Series 7, Services, Management, Request for Proposal, Telecommunications, FTTx
Personal Financial Advisor - 20 Years of Experience - Near 75056
Tags for this Online Resume: High Net Worth, Planning, Retirement planning, Financial, Forecasting, Insurance, Lotus, Lotus 1-2-3, Series 6, Series 63
Director - 15 Years of Experience - Near 07940
Tags for this Online Resume: Microsoft Excel, Mutual Funds, Project Management, Project Manager, Securities, Series 63, Series 7, Spring, Wholesaler, Asset Management
Sales Representative - 15 Years of Experience - Near 32899
Qualifications Summary * Proven skills and accomplishments in the sale of fixed, index, and variable annuities to wirehouses and the broker/dealer community. * Provided the strategic vision and strategy for the turnaround of an abandoned territory leading to a seven-fold increase in territory markets share. * Recognized as a polished and clear communicator with an entrepreneurial mindset and the ability to build new and mai...
Tags for this Online Resume: Sales, Strategic Vision, Territory Sales, Wholesaler, Series 26, Series 63, Series 65, Variable Life and Health License, Management, Budgeting
Sales Manager - 13 Years of Experience - Near 15642
Tags for this Online Resume: Account Manager, Banking Industry, Clarify, Microsoft, Microsoft Office, Security, Structured Query Language, Series 63, Series 7, Business Development Manager, Channel Partner Manager
MBA Candidate, Financial Advisor Trainee, Atlanta, GA
To become a chartered financial analyst and to obtain the series 6, series 7, and a series 63 licences in order to provide clients with intelligent, educated investment advice.
