Mark Anthony Matos

Senior Financial Advisor

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Location:

26686 Little John Ct, Bonita Springs, FL 34135

Industry:

Financial Services

Work:

Global Wealth Consultants Llc Mar 2009 - Mar 2016
Managing Director
Hbks Wealth Advisors Mar 2009 - Mar 2016
Senior Financial Advisor
Fifth Third Bank Jan 2006 - Mar 2009
Portfolio Manager

Education:

Akadémia Médií 2015 - 2019
Masters Gia (Gemological Institute of America) 2017 - 2018
The American College of Financial Services 2014 - 2017
Akadémia Médií 2015 - 2016
The American College of Financial Services 2014 - 2016
Kaplan University 2013 - 2014
Florida Gulf Coast University 2003 - 2006
Bachelors, Computer Information Systems, Finance Edison State Community College 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Florida Southwestern Collegiate High School 2001 - 2003
Associates, Associate of Arts, Business Management, Accounting Coyle & Cassidy High School
Crosby High School
Edison State College
Associates, Associate of Arts

Skills:

Investments
Portfolio Management
Estate Planning
Wealth Management
Strategic Financial Planning
Finance
Asset Allocation
Mutual Funds
Asset Management
Investment Advisory
Investment Strategies
Financial Analysis
Asset Managment
Investment Management
Alternative Investments
Securities
Equities
Financial Advisory
Fixed Income
Hedge Funds
Retirement Planning
Fundamental Analysis
Retirement
Financial Services
Wealth Management Services
Bonds
Financial Markets
Equity Research
Trading
Financial Planners
Options
Valuation
Capital Markets
Derivatives
401K
Management
High Net Worth Individuals
Funding
Private Banking
Series 65
Sales
Financial Planning
Social Media
Marketing
Cfp
Personal Financial Planning
Personal Finance
Customer Service
Social Media Marketing
Social Media Consulting

Interests:

Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health

Languages:

English

Certifications:

Certified Financial Planner™
Social Media Strategist
Chartered Life Underwriter®
Chartered Financial Consultant® (Chfc®)
Cfp Board
Social Media Academy Global
The American College of Financial Services

Mark Matos

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Mark Matos

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