Found 89,245 Financial Advisor resume examples
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
Work Experience:
- Financial Advisor, Huntington Bank, 22 East Market Street, Indianapolis, Jan 2014 - Jan 2016
Education:
- Bachelor's Degree in Finance and Accounting, Indiana University Kelley School of Business , Bloomington
Work Experience:
- Financial Advisor, Morgan Stanley, Washington, DC, May 2013 - Current
- Graduate Consultant, Small Footprint, Winston Salem, NC, Aug 2012 - May 2013
- Assisstant Development Director, Kane Realty, Raleigh, NC, Jan 2012 - Jun 2012
Education:
- Masters of Business Management, Wake Forest University, Winston Salem, NC
- Bachelors Degree, University of North Carolina , Chapel Hill, NC
Work Experience:
- Financial Advisor, LPL Financial, 2010 - Current
- Financial Advisor, Vice-President, Chase Investment Services Corp, 2006 - 2010
- Financial Advisor, Hilliard Lyons, 1999 - 2006
- ...
Education:
- Michigan State University-Chartered Wealth Advisor Designation
Work Experience:
- Financial Advisor, RBC, Devon, Jan 2006 - Current
- Cashier Supervisor, Devon IGA, Devon, AB, Mar 2003 - Dec 2005
Education:
- Personal Financial Planning 1
- Investment Funds In Canada
- ...
Work Experience:
- Financial Advisor, First Vice President, Morgan Stanley Wealth Management, Sarasota FL and Fairfield CT, Sep 2007 - Current
- Financial Advisor, A.G. Edwards , Fairfield CT, Jan 2004 - Sep 2007
Education:
- Bachelor of Arts, University of Toronto, Toronto, Canada
Work Experience:
- Financial Advisor, Sage Point Financial, Location, Aug 2014 - Nov 2015
- Financial Advisor, LPL Securities, Lexington, KY, May 2009 - Jul 2014
- Financial Consultant, A. G. Edwards & Sons, Wachovia Securities, Wells Fargo, Lexington, KY, Sep 1998 - May 2009
Education:
- B.A. Business Management w/ Accounting Emphasis, Transylvania University, Lexington, KY
Work Experience:
- FINANCIAL ADVISOR, EDWARD JONES INVESTMENTS, Fredericksburg, VA, 2009 - Current
- PRESIDENT / ACCOUNT EXECUTIVE, JMB TRADING CORPORATION, Stafford, VA, 2006 - 2009
- CORPORATE DESK MANAGER, MF GLOBAL, INC, Chicago, IL, 2002 - 2006
- ...
Education:
- BACHELOR OF BUSINESS ADMINISTRATION in FINANCE, LOYOLA UNIVERSITY, Chicago, IL
Work Experience:
- Financial Advisor, Assistant Vice-President, Associated Investment Services/Associated Bank, Rockford, IL, Aug 2006 - Nov 2010
- Retail Investment Officer, Nat City Investments/National City Bank, Rockford, IL, Mar 2003 - Oct 2005
- Financial Advisor, Associate Vice President, Raymond James & Assoc, Sterling, IL, Aug 1996 - Mar 2003
- ...
Education:
- AS in Marketing, Sauk Valley Community College, Dixon, IL
Work Experience:
- Financial Advisor, Investment Professionals , Wharton TX , Dec 2005 - Current
- Vice President, FBISD Board Of Trustee, Sugarland Texas, May 2014 - Current
Education:
- Bachelor of Science, Texas A&M, College Station
Work Experience:
- Financial Advisor, Clark Dodge & Company, White Plains, NY, Jul 2012 - Nov 2012
- Account Executive, Cape Securities, New York, NY, Jan 2010 - Jun 2012
- Account Executive, First Midwest Securities Inc, New York, NY, Aug 2009 - Dec 2010
- ...
Education:
- Bachelor of Arts in Finance, Manhattanville College, Purchase, NY