Found 89,410 Financial Advisor resume examples
Work Experience:
- Financial Advisor Intern, Woodbury Financial Services, Inc, Costa Mesa, CA, Nov 2012 - May 2013
- Stock Associate, Impact, Oct 2012 - Jan 2013
- Sales Associate, Macy's, Arcadia, CA, Jun 2010 - Dec 2010
- ...
Education:
- Bachelor of Arts in Business Economics, California State University, Long Beach, Long Beach, CA
- Associate of Arts in Sociology, Pasadena City College, Pasadena, CA
Work Experience:
- Personal Financial Advisors Assistant, Ameriprise Financial, Apr 1998 - Current
- Personal Financial Assistant, Ameriprise Financial, Sun City, AZ, Nov 1998 - Mar 1999
- Communications Officer, Washington State Patrol, Feb 1980 - Mar 1995
Education:
- Public Relations, Washington State Patrol Academy, Shelton, WA
- South Puget Sound Community College, Olympia, WA
- ...
Work Experience:
- Vice President - Financial Advisor, Citigroup Global Markets, 800 Third Avenue New York, NY 10022, Jun 2015 - Current
- Wealth Strategy Associate, UBS Financial Services, Red Bank, NJ, May 2012 - Jun 2015
Education:
- Bachelor of Science: Food Service Entrepreneurship, Johnson and Wales University, Providence, RI
- Associate of Science: Culinary Arts, Johnson and Wales University, Providence, RI
- ...
Work Experience:
- Vice President, Financial Consultant, Citizens Investment Services, Philadelphia, PA, May 2010 - Current
- Vice President, Senior Financial Advisor, TD Wealth Management Services Inc., Bergen and Passaic County, New Jersey, May 2001 - May 2010
- Vice President, Senior Investment Specialist, Bank of America Investment Services, Los Angeles, CA, Mar 1986 - Apr 2001
Education:
- B.A. in Economics, University of California, Los Angeles, CA
- Graduate Studies, Pepperdine University, Malibu, CA
Work Experience:
- Stock Broker/Financial Advisor, Austock Securities/VFS, May 2010 - May 2012
- Stock Broker/Financial Advisor, Kinetic Securities, Aug 2007 - Apr 2010
- Senior Relationship Manager, Kinetic & Austock/VFS, Jan 2006 - Jul 2007
- ...
Education:
- Masters of Applied Finance, Charles Sturt University
Work Experience:
- Financial Advisor/Sales, Capital Financial Partners, Apr 2010 - Apr 2011
- End Manager/Sales, Bed Bath and Beyond, Front, May 2009 - Sep 2009
- Manager, Local Small Business, Mar 2004 - Jul 2008
- ...
Education:
- Bachelors in Finance, Shippensburg University, Shippensburg, PA
Work Experience:
- Patient Financial Advisor, New York Presbyterian Ambulatory Care Network - 21 Audubon Pediatrics, 21 Audubon Ave., New York, N.Y., Nov 2015 - Current
- Unit Assistant, New York Presbyterian - The Allen Hospital, 5141 Broadway, New York, N.Y. 10040, May 2013 - Nov 2015
- Senior Dietary Worker, New York Presbyterian - The Allen Hospital, 5141 Broadway, New York, N.Y. 10040, Apr 2006 - May 2013
Education:
- Degree, 1199 Training and Upgrading, New York, N.Y.
- GED, OSE - Covenant House, Bronx, N.Y.
Work Experience:
- Financial Advisor and Attorney, B&D Advisors, LLC and Bowditch & Dewey, LLP, Worcester, MA, Oct 2005 - Mar 2008
- Financial Advisor, Estate Planning Consultant and Retirement Planning Specialist, Morgan Stanley, Wellesley, MA, Feb 2002 - Aug 2005
- Vice President and Planning Director, Salomon Smith Barney, Boston, MA, Jul 1998 - Jan 2002
- ...
Education:
- Chartered Life Underwriter (CLU©), The American College, Bryn Mawr, PA
- Chartered Financial Consultant (ChFC©), The American College, Bryn Mawr, PA
- ...
Work Experience:
- 1 Financial advisor in Emirates, NGI, Nov 2012 - Current
- Business Development Officer, ROYAL INDEX LLC, Dubai, Mar 2011 - 2012
Education:
- MBA, MG University
- B Com, Calicut University
Work Experience:
- Financial Advisor Series, MASS MUTUAL FINANCIAL GROUP, Tulsa, OK, 2011 - Current
- Senior Therapeutic Sales Representative, GLAXOSMITHKLINE, 2008 - 2010
- Senior Executive Sales Representative, GLAXOSMITHKLINE, Tulsa, OK, 1995 - 2010
- ...
Education:
- 15 Hours towards MBA in Research Program, Dallas Baptist University, Dallas, TX
- BS, Biology / Secondary Education, Oklahoma State University, Stillwater, OK
Work Experience:
- Financial Advisor Representative, VALIC, Inc, Miami, FL, Jun 2009 - Jul 2010
- Investment/Insurance advisor , Smith Barney/Primerica Financial Services, Fredericksburg, VA, Aug 2003 - Jul 2008
- Investment/Insurance advisor/Mortgage broker, Smith Barney/Primerica Financial Services, Miami, FL, Jan 1995 - Jun 2003
Education:
- M.Ed. in Education, University of Mary Washington, Fredericksburg, VA
- B.A. in history, English, Concordia College, Moorhead, MN