Found 89,405 Financial Advisor resume examples
Work Experience:
- Financial Advisor Representative, Independent, Mar 2009 - Current
- Regional Custom Home Theater Manager, City Designs by Circuit City Inc, City of Sunrise, FL, Nov 2006 - Mar 2009
- Co-Director, Winn Dixie Supermarket, Miami, FL, Feb 2006 - Nov 2006
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Education:
- Miami Lakes Technical Institute, Miami, FL
- Ardenne High School
- ...
Work Experience:
- Financial Advisor/Financial Planning Specialist, UBS Financial Services, Inc, Syracuse, NY, Jan 2011 - Current
- Financial Advisor/Financial Planning Associate, Morgan Stanley Smith Barney Inc, Syracuse, NY, Aug 2009 - Dec 2010
- Registered Client Sales Associate, SmithBarney Citigroup, Syracuse, NY, Dec 2006 - Aug 2009
- ...
Education:
- Bachelor of Arts in Political Science, State University of New York at Oswego, New York, NY
- Business, University of Hawaii, Leeward Community College Leeward, O‘ahu, HI
- ...
Work Experience:
- Financial Advisor, Financial Planning Specialist, Morgan Stanley , New York, NY, Mar 2012 - Current
- Registered Assistant , The Dimirak Securities, Vista, CA, Jul 2011 - Feb 2012
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Education:
- CIMA Designation, The Wharton School, Philadelphia, PA
- Bachelor of Commerce, University of Malta, Malta
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Work Experience:
- International Financial Advisor -Wealth Management, MERRILL LYNCH, New York, NY, Sep 2011 - Feb 2013
- Co - founder (Import and Distribution Company, STENATY TRADING LTDA, Jan 2007 - Aug 2011
- Financial Consultant, STENATY TRADING LTDA, Jan 2007 - Aug 2011
- ...
Education:
- Business and Management, HARVARD UNIVERSITY, Cambridge, MA
- Bachelor's in Business Administration, PONTIFICIA UNIVERSIDADE CATOLICA, São Paulo, SP
Work Experience:
- Financial Advisor, Nationwide Retirement Systems - N.Y.S Deferred Compensation Plan, Troy, NY, Aug 2009 - Current
- Associate Wealth Management Advisor, Northwestern Mutual, Albany, NY, Feb 2008 - Aug 2009
- Financial Advisor, AXA Advisors, LLC, Clifton Park, NY, Apr 2006 - Jan 2008
- ...
Education:
- A.A.S. in Accounting, Adirondack Community College, Queensbury, NY
Work Experience:
- Financial Advisor for Best/Top Clients, Chase Credit Card Services, Springfield, MO, Aug 2009 - Current
- Online Financial Advisor, JP Morgan & Chase Bank, Springfield, MO, Jun 2007 - Aug 2009
- Loan Processor, BNT Loans, Springfield, MO, Aug 2006 - Jul 2007
- ...
Education:
- B.S. in Accounting, Missouri State University, Springfield, MO
- Accounting, North Arkansas College, Harrison, AR
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Work Experience:
- Vice President of Investments Financial Advisor, JPMorgan Chase and Co, New York, NY, 2010 - 2012
- Financial Advisor, Laidlaw & Co. (UK) Ltd., Global Private Client Group, New York, NY, 2008 - 2010
- Registered Broker Associate, AEGIS Capital, New York, NY, 2007 - 2008
- ...
Education:
- Masters of Arts in Economics, New School University, New York, NY
- Masters of Science in International Relations, Columbia University, New York, NY
- ...
Work Experience:
- Financial advisor, Independent Insurance Agent, dkb Global, The Baird Group, Brigham City, UT, 2010 - Current
- Financial advisor, Independent Insurance Agent, dkb Global, The Baird Group, Colorado Springs, CO, 2002 - Current
- Project Manager, Design Fabricators, Lafayette, CO, 2000 - 2002
- ...
Education:
Work Experience:
- Financial Advisor, Waddell & Reed Financial Advisors, Dallas, TX, 2012 - Current
- Relationship Banker, AMERICAN NATIONAL BANK, Dallas, TX, 2008 - 2011
- Assistant Vice President, Preferred Services Financial Specialist, BANK OF AMERICA, Dallas, TX, 2008 - 2008
- ...
Education:
- Certificate in Financial Planning, Southern Methodist University, Dallas, TX
- B.B.A. in Finance, Texas Tech University, Lubbock, TX
- ...
Work Experience:
- Financial Advisor/Customer Service Representative, Aegis-Prosper, Killeen, TX, May 2014 - Sep 2015
- Customer Service Representative/Scheduling Coordinator, Care Core National, Colorado Springs, CO, Apr 2008 - Feb 2010
- Cashier/Delivery Driver/Sandwich Artist, Subway, Colorado Springs, CO, Jan 2012 - Feb 2013
Education:
- Professional Modeling, The Barbizon School, Denver, CO
- Cosmetology, Toni & Guy, Colorado Springs, CO
Work Experience:
- Executive Assistant to Financial Advisor/Owner, Burba, Cole & Overstreet LLC, Carlsbad, NM, Feb 2010 - Oct 2011
- Legal Assistant, Office Team, Tulsa, OK, Jun 2008 - Dec 2008
- Legal Assistant, GlassWilkin PC, Tulsa, OK, Apr 2007 - May 2008
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