Security Financial Management, Inc.
Wealth Advisor
Edward Jones Jan 2008 - Jun 2010
Financial Advisor
Applied Technology & Management, Inc. Jul 2002 - Jan 2008
Project Accountant - Marina and Waterfront Development Team
Education:
University of Florida - Warrington College of Business 2000 - 2002
Bachelors, Bachelor of Arts In Business Administration, Finance
Lake City Community College 1998 - 2000
Associates, Associate of Arts, Business
University of Florida
Skills:
Investments Strategic Financial Planning Financial Advisory Financial Planning Finance Insurance Wealth Management Series 63 Retirement Planning Series 7 Financial Analysis Retirement 401K Financial Goals Budgets Management Sales Mutual Funds Small Business Asset Allocation Cash Flow Financial Services Managerial Finance Securities Accounting Analysis Forecasting Investment Strategies Bonds Estate Planning Financial Planners Fixed Annuities Health Insurance Iras Life Insurance Series 65 Term Life Insurance Variable Annuities Wealth Wealth Management Services
Name / Title
Company / Classification
Phones & Addresses
Daniel Courson Director
Jearlyn Ministries, Inc
2930 N Oceanshore Blvd, Flagler Beach, FL 32136 PO Box 793, Flagler Beach, FL 32136 2429 N A1A, Flagler Beach, FL 32136
Daniel Courson Director
Regency Oaks of Seminole County Homeowners Assoc Civic/Social Association
1936 Lee Rd, Winter Park, FL 32789 735 Primera Blvd, Lake Mary, FL 32746 725 Primera Blvd, Lake Mary, FL 32746 107 N Line Dr, Apopka, FL 32703
Daniel Courson 1999 graduate of Colquitt County High School in Moultrie, GA is on Memory Lane. Get caught up with Daniel and other high school alumni from