Found 89,245 Financial Advisor resume examples
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
Work Experience:
- Financial Advisor, Edward Jones, East Wenatchee, WA, 2008 - Current
- Director of Business, Wenatchee Venom, Wenatchee, WA, 2011 - 2011
- Pharmaceutical Representative, Pfizer Pharmaceuticals - Pacific Northwest, 2006 - 2007
- ...
Education:
- Bachelor of Science in Accounting, Graduate Central Washington University
- Associates in Arts and Science, Graduate Wenatchee Valley College
Work Experience:
- Financial Advisor, AIA Insurane, 2015 -
- Sale Marketing, UOB Bank, 2012 - 2014
- Trainer, Prudential Insurance, 2009 - 2011
- ...
Education:
- Bachelor, Dhonburi Rajabhat University, Bangkok
Work Experience:
- Financial Advisor, New Orleans Mint, Inc, Jun 2009 - Mar 2011
- Business & Financial Advisor, Eyegate Media, LLC, Oct 2007 - Dec 2007
- Financial Advisor/ Accounting Manager, OPA Signs & Graphics, Inc, Sep 2007 - Sep 2007
Education:
- Accounting, UNIVERSITY OF NEW ORLEANS GRADUATE SCHOOL, New Orleans, LA
- Bachelor, DALLAS BAPTIST UNIVERSITY, Dallas, TX
- ...
Work Experience:
- Financial Advisor, Morgan Stanley Smith Barney, 2008 - Current
- Private Wealth Manager, Merrill Lynch & Co. Private Banking, New York, NY, Jun 2000 - Current
- Intern for Chairman and Founder, Midwood Securities, Wall Street, New York, NY, Jun 1998 - Aug 1998
- ...
Education:
- Bachelor of Science in Business Administration, Sigmund Weis School of Business
- Susquehanna University
Work Experience:
- Financial Advisor, AXA-EQUITABLE, Toms River, NJ, May 2011 - Current
- Financial Advisor, AIG VALIC, Bedminster, NJ, 1998 - 2011
- Financial Advisor, NATIONWIDE RETIREMENT SOLUTIONS, Columbus, OH, 1984 - 1998
Education:
- Bachelor of Science in Business Administration, Kutztown University, Kutztown, PA
Work Experience:
- Financial Advisor - Team Lead, Pacific Coast Financial, Lakewood, CA, 2009 - 2011
- Financial Advisor - Trainer - Team Lead, Freedom Financial Mgmt, Costa Mesa, CA, 2007 - 2009
- Financial Advisor - Supervisor - Team Lead, NuStart Debt Management, Costa Mesa, CA, 2006 - 2007
- ...
Education:
- Law, James Monroe High School, Sepulveda, CA
Work Experience:
- Financial Advisor, Valic Financial Advisors, Charlotte, NC, Jun 2012 - Current
- Financial Advisor, Morgan Stanley Smith Barney, Newport Beach, CA, Aug 2009 - Jun 2012
- Investment Consultant/Personal Banker, Wells Fargo, Newport Beach, CA, Jan 2009 - Aug 2009
- ...
Education:
- Bachelor of Science in Industrial Management, Georgia Southern University, Statesboro, GA
Work Experience:
- FINANCIAL ADVISOR, EDWARD JONES, Thousand Oaks, CA, 2011 - Current
- Investment Consultant, CITIGROUP GLOBAL MARKETS, INC, Westlake Village, CA, 2010 - 2011
- Senior Registered Sales Assistant, MORGAN STANLEY SMITH BARNEY, Thousand Oaks, CA, 2006 - 2010
- ...
Education:
- Associates of Arts, Moorpark Community College, Moorpark, CA
- Thousand Oaks High School
Work Experience:
- Financial Advisor, VALIC, Waltham, MA, May 2006 - Current
- Financial Advisor, MetLife Resources, Boston, MA, Oct 2003 - May 2006
- Financial Advisor, UBS Paine Webber, Boston, MA, Jun 2002 - Jul 2003
Education:
- Boston University, Boston, MA
- Bachelor of Science in Business Economics, State University of New York at Plattsburgh, Plattsburgh, NY
Work Experience:
- Vice President-Financial Advisor, SunTrust Investment Services, Sarasota, Fl, Jul 2010 - Mar 2016
- Vice President-Financial Advisor, Wells Fargo Advisors, Sarasota, Fl, Jan 2018 - Jul 2010
- Vice President-Financial Advisor, SunTrust Investment Services, Sarasota, Fl, Feb 2002 - Jan 2008
- ...
Education:
- Marketing, University of West Florida, Pensacola, Florida