Raymond James
Financial Advisor
Raymond James
Senior Investment Management Specialist
Ubs Oct 2000 - Feb 2010
Registered Client Service Associate
Education:
Grand Valley State University 1997 - 2000
Bachelors, Bachelor of Business Administration, Finance
Muskegon Community College 1994 - 1997
Associates, Finance
Reeths Puffer High School 1992 - 1994
Reeths - Puffer High School
Skills:
Series 7 Life Insurance Variable Life Retirement Planning Investments Securities Asset Allocation Mutual Funds Customer Service Series 66 Aams Health and Disability 401K/Ira Education Wealth Management Wealth Preservation Planning Microsoft Office Analytical Skills Financial Planning Strategic Planning Financial Advisory Data Analysis Data Entry