Massmutual Financial Group
Business Acceptance Consultant
Ubs Feb 1, 2013 - Mar 2017
Financial Advisor
Lpl Financial Feb 2011 - Feb 2013
Financial Advisor
Fifth Third Bank Sep 2007 - Feb 2011
Investment Executive
The South Financial Group Apr 2005 - Sep 2007
Financial Advisor
Education:
College For Financial Planning 2005 - 2012
University of Central Florida 1997 - 2001
Bachelors, Bachelor of Science In Business Administration, Finance
Skills:
Retirement Planning Wealth Management Investments Series 24 Series 7 Finance Series 66 Financial Services Financial Advisory Financial Planning Mutual Funds Asset Management Customer Service Sales Risk Management Asset Allocation Leadership Annuity Sales Financial Analysis Banking Securities Trading Loans Life and Health Insurance Licenses Series 53
David Samuelsen 1949 graduate of East High School in Salt lake city, UT is on Classmates.com. See pictures, plan your class reunion and get caught up with David and other high ...