Found 89,243 Financial Advisor resume examples
Work Experience:
- Financial Advisor, Chase Investment Services Corporation, Apr 2009 - 2011
- Sales, Gulf Coast Waste, Nov 2005 - Oct 2009
- Financial Advisor, Raymond James and Associates, Houston, TX, Oct 2001 - Nov 2005
- ...
Education:
- sales, Sparta HS, Sparta, NJ
Work Experience:
- Financial Advisor, Branch Manager, Raymond James Financial Services, Inc., Raleigh, NC , Jan 1999 - Current
- Financial Advisor, Branch Manager, Robert Thomas Securities, Inc, Raleigh, NC, Jun 1993 - Jan 1999
- Financial Advisor, Branch Manager, Spear Securities, Inc., Raleigh, NC, Aug 1983 - Jun 1993
Education:
- Business Management and Economics , North Carolina State University, Raleigh, NC
Work Experience:
- Financial Advisor, Advised Assets Group at Great West Life, Denver, CO, Nov 2010 - Dec 2010
- Financial Advisor/Investment Specialist, Thrivent Financial for Lutherans, Woodbridge, VA, Apr 2009 - Nov 2009
- Financial Advisor/Investment Specialist, Ameriprise Financial Services, Denver, CO, Jun 2008 - Oct 2008
- ...
Education:
- MBA in Finance/Accounting, Regis University, Denver, CO
- Bachelor of Science in Business & Finance, Metropolitan State College of Denver, Denver, CO
Work Experience:
- Financial Advisor, Waddell & Reed, Dallas, TX, 2006 - Current
- Financial Consultant, W M Financial Services, Dallas, TX, 2003 - 2006
- Vice President, Investments, UBS / Paine Webber, Dallas, TX, 1998 - 2003
- ...
Education:
- BBA in Finance & Real Estate, University of Texas at Austin, Austin, TX
- Sales Skills Training, Dale Carnegie Institute, Palm Beach, FL
Work Experience:
- Financial Advisor, Wells Fargo Advisors, Fort Lauderdale, Jul 2011 - Jul 2016
- Financial Advisor, JPMorgan Chase & Co, Pompano Beach, May 2009 - Jul 2011
- District Manager/Financial Advisor, Ameriprise Financial, Plantation, FL, Sep 2002 - May 2009
Education:
- Bachelor of Science(B.S), Finance, Florida International University, Miami
- Masters of Taxation, Nova Southeastern University, Fort Lauderdale, FL
Work Experience:
- Financial Advisor, St. Cloud Federal Credit Union, St. Cloud, MN, Dec 2013 - Current
- Financial Advisor, Cetera Investment Services(formerly PrimeVest), St. Cloud, MN, Sep 2009 - Dec 2013
- Investment Product Specialist, Cetera Investment Services, St. Cloud, MN, Aug 2005 - Sep 2009
- ...
Education:
- Bachelor of Science-Finance, St. Cloud State University, St. Cloud, MN
Work Experience:
- Financial Advisor, Financial Administration, 2007 - Current
- Financial Advisor, Loyola Medical Center, 1988 - 2007
- Financial Advisor, BENEFITS CORP EQUITIES INC, 1985 - 1988
Education:
- BA, GOVERNORS STATE UNIVERSITY, University Park, IL
- Associate in Health Education, SOUTHERN ILLINOIS UNIVERSITY, Carbondale, IL
Work Experience:
- Financial Advisor, Employee Benefit Specialists, Jun 2009 - Current
- Graduate Assistant, Missouri State University Business Advisement Center, 2009 - 2011
- Financial Advisor, Gallagher Benefit Services, Jun 2008 - Aug 2008
- ...
Education:
- Master of Business Administration, Missouri State University Graduate School in Springfield, Springfield, MO
- Bachelor of Science in Insurance and Risk Management, Missouri State University in Springfield, Springfield, MO
Work Experience:
- Financial Advisor, AXA Financial, LLC, Cynwyd, PA, US, Apr 2006 - Apr 2008
- Banking Office Manager, Willow Grove Bank, Maple Glen, PA, Mar 1999 - May 2006
Education:
- Bachelor of Science in Business Administration, Mansfield University, Mansfield, PA
- Masters in Accounting and Financial Management, Keller Graduate School of Management, Fort Washington, PA
Work Experience:
- Financial Advisor, Wells Fargo Advisors, Chelmsford, MA, Mar 2010 - Dec 2010
- Financial Advisor, A.G. Edwards/Wachovia Corp, Chelmsford, MA, Jan 1989 - Mar 2010
- Financial Cost Analyst & Budget Planner, Data General Corp, Westborough, MA, May 1980 - Jun 1986
- ...
Education:
- MBA in Industrial Engineering, Northeastern University