Brian D Fylak
age ~64
from Charlotte, NC
- Also known as:
-
- Brian Darrell Fylak
- Brian S Fylak
- Brian K
- Phone and address:
-
7104 Obrien Ct, Charlotte, NC 28269
7045095962
Brian Fylak Phones & Addresses
- 7104 Obrien Ct, Charlotte, NC 28269 • 7045095962
- 7424 Pebblestone Dr, Charlotte, NC 28212
- 290 Edgeview Rd, Keyport, NJ 07735
- Tennent, NJ
- Red Bank, NJ
Work
-
Position:Clerical/White Collar
Education
-
Degree:High school graduate or higher
Resumes
Investment Advisor
view sourceLocation:
Charlotte, NC
Industry:
Financial Services
Work:
Aon
Investment Advisor
Tiaa Jan 2012 - Mar 2013
Retirement Consultant - National Contact Center
Tiaa 2008 - 2012
Customer Resolution Manager - Customer Care Team
Tiaa 2007 - 2008
Centralized Wealth Management Advisor - Wealth Management Group
Tiaa 2005 - 2007
Senior Individual Consultant - National Contact Center - Outbound Sales
Investment Advisor
Tiaa Jan 2012 - Mar 2013
Retirement Consultant - National Contact Center
Tiaa 2008 - 2012
Customer Resolution Manager - Customer Care Team
Tiaa 2007 - 2008
Centralized Wealth Management Advisor - Wealth Management Group
Tiaa 2005 - 2007
Senior Individual Consultant - National Contact Center - Outbound Sales
Education:
Fairleigh Dickinson University 1986 - 1988
Master of Business Administration, Masters, Finance Fairleigh Dickinson University 1986
University of Scranton 1978 - 1982
Bachelors, Bachelor of Science, Accounting Saint John Vianney High School 1974 - 1978
Master of Business Administration, Masters, Finance Fairleigh Dickinson University 1986
University of Scranton 1978 - 1982
Bachelors, Bachelor of Science, Accounting Saint John Vianney High School 1974 - 1978
Skills:
Retirement
Retirement Planning
Wealth Management
Asset Allocation
Series 7
Finance
Mutual Funds
Strategic Financial Planning
Financial Advisory
Financial Planning
Insurance
Asset Management
Series 63
401K
Portfolio Management
Investment Advisory
Securities
Relationship Management
Sales
Fixed Income
Finra
Cfp
Pensions
Customer Satisfaction
Microsoft Office
Iras
Selling
Series 65
Clu
Casl
Chfc
Asset Growth
Annuity
Ira's
Estate Planning
Retirement Income Strategies
Accounting
Insurance Planning
Wealth
Long Term Care
Wealth Preservation Strategies
Managed Accounts
Consultative Selling
Municiple Bonds
Customer Relations
Customer Experience
Customer Retention
Supervisory Experience
Sales Coach
Series 6
Retirement Planning
Wealth Management
Asset Allocation
Series 7
Finance
Mutual Funds
Strategic Financial Planning
Financial Advisory
Financial Planning
Insurance
Asset Management
Series 63
401K
Portfolio Management
Investment Advisory
Securities
Relationship Management
Sales
Fixed Income
Finra
Cfp
Pensions
Customer Satisfaction
Microsoft Office
Iras
Selling
Series 65
Clu
Casl
Chfc
Asset Growth
Annuity
Ira's
Estate Planning
Retirement Income Strategies
Accounting
Insurance Planning
Wealth
Long Term Care
Wealth Preservation Strategies
Managed Accounts
Consultative Selling
Municiple Bonds
Customer Relations
Customer Experience
Customer Retention
Supervisory Experience
Sales Coach
Series 6
Interests:
Social Services
Environment
Children
Education
Environment
Children
Education
Certifications:
License #85452
Chartered Life Underwriter (Clu)
Chartered Financial Consultant (Chfc)
Chartered Advisor For Senior Living (Casl)
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Home-State Variable Annuity, Life, Accident & Health Insurance Producer
Cfp Board, License #85452
The American College
Financial Industry Regulatory Authority (Finra)
Ncdoi
Certified Financial Planner™ (Cfp®) - Practitioner
Chartered Life Underwriter (Clu)
Chartered Financial Consultant (Chfc)
Chartered Advisor For Senior Living (Casl)
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Home-State Variable Annuity, Life, Accident & Health Insurance Producer
Cfp Board, License #85452
The American College
Financial Industry Regulatory Authority (Finra)
Ncdoi
Certified Financial Planner™ (Cfp®) - Practitioner
Get Report for Brian D Fylak from Charlotte, NC, age ~64