Customer Service • Microsoft Office • Series 7 • Investments • Marketing • Teaching • Series 63 • Fixed Annuities • Series 65 • Series 6 • Sales • Social Networking • Thorough Research • Strategic Planning • Team Building • Work Ethic • Public Speaking • Social Media • Powerpoint • Certified Financial Planner
Ccs
Financial Controller
Northwest Financial Advisors Llc Feb 2017 - Jul 2018
Associate Financial Advisor
Bank of America Merrill Lynch Jul 2016 - Feb 2017
Financial Services Advisor
Usaa Jun 2015 - Jun 2016
Financial Advisor
Usaa Jun 2014 - Jun 2016
Specialized Investment Services Representative
Education:
San Diego Christian College
Bachelors, Bachelor of Science, Business Management, Business
Skills:
Customer Service Microsoft Office Series 7 Investments Marketing Teaching Series 63 Fixed Annuities Series 65 Series 6 Sales Social Networking Thorough Research Strategic Planning Team Building Work Ethic Public Speaking Social Media Powerpoint Certified Financial Planner
Certifications:
Certified Financial Planner Series 7 Held With Lpl Financial Series 6 Held With Lpl Financial Series 63 Held With Lpl Financial Series 65 Held With Northwest Financial Advisors Life and Variable Annuity License Chartered Retirement Planning Counselor Series 7 Series 6 Series 63 Series 65 License (Licensed In All 50 States) Ahip Life, Health and Variable Annuity Cfp Board Financial Industry Regulatory Authority (Finra) Florida Department of Financial Services, License (Licensed In All 50 States)