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Online Resumes with "series 63"

Featured Profile

Financial Specialist - 10 Years of Experience - Near 80017

Accounting & Finance Resumes - Financial Specialist Resumes - Aurora, CO

Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.

Ideal Companies: Great West, TransAmerica, JP Morgan Chase

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

Accountant

Accounting & Finance Resumes - Accountant Resumes - New York, NY

Ideal Companies: investment, equity work, investment banking, New York, California, Fred aldure, Clear bridges

Tags for this Online Resume: Financial, Series 63

Principal

Management & Business Resumes - Principal Resumes - ,

Tags for this Online Resume: Distribution, Financial, Financial Services, Mutual Funds, Securities, Series 63, Series 7, Services, Accounting, Commissions

Controller

Accounting & Finance Resumes - Controller Resumes - Bothell, WA

Tags for this Online Resume: Forecasting, Management, Project Management, Business Development, Financial Industry, Series 63, Series 7, Sourcing

Personal Financial Advisor - 1 Years of Experience - Near 12533

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Hopewell Junction, NY

Ideal Companies: 1967, 1967

Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning

Personal Financial Advisor - 1 Years of Experience - Near 10598

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Yorktown Heights, NY

Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning

Chief Financial Officer - 20 Years of Experience - Near 75156

Accounting & Finance Resumes - Chief Financial Officer Resumes - Mabank, TX

Tags for this Online Resume: Cash Flow, Cash Management, Certified Public Accountant, Management, SEC, Securities and Exchange Commission (SEC), Series 63, Working Capital, Consulting, Dba (Database Admin)

Featured Profile

Vice President And Financial Advisor specializing in coaching and leading cross-functional teams

Management & Business Resumes - Vice President Resumes - Alameda, CA

With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...

Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.

Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment