Resumes
Resumes
Regional Supervisory Principal And Ria Principal
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Berthel Fisher & Company Financial Services, Inc.
Regional Supervisory Principal and Ria Principal
Massmutual Financial Group May 2012 - Sep 2013
Financial Advisor
Regional Supervisory Principal and Ria Principal
Massmutual Financial Group May 2012 - Sep 2013
Financial Advisor
Education:
University of Iowa 2008 - 2012
Bachelors, Bachelor of Business Administration, Management, Finance Hudson High School
Bachelors, Bachelor of Business Administration, Management, Finance Hudson High School
Skills:
Finance
Retirement Planning
Mutual Funds
Investment Strategies
Wealth Management
Sales
Financial Analysis
Financial Planning
Microsoft Excel
Regulatory Compliance
Accounting
Microsoft Powerpoint
Fixed Annuities
Employee Benefits
Retirement
Series 7
Finra
Retirement Planning
Mutual Funds
Investment Strategies
Wealth Management
Sales
Financial Analysis
Financial Planning
Microsoft Excel
Regulatory Compliance
Accounting
Microsoft Powerpoint
Fixed Annuities
Employee Benefits
Retirement
Series 7
Finra
Certifications:
Series 7
Series 66
Series 24
Series 66
Series 24
Carter Smelser
View page
Carter Smelser Coralville, IA
View pageWork:
MassMutual Financial Group
Iowa City, IA
May 2012 to Sep 2013
Registered Representative
HyVee Inc
Iowa City, IA
2010 to 2012
Stocker/Cashier/Driver
Iowa City, IA
May 2012 to Sep 2013
Registered Representative
HyVee Inc
Iowa City, IA
2010 to 2012
Stocker/Cashier/Driver
Education:
Henry B. Tippie College of Business
Iowa City, IA
2008 to 2012
B.B.A. in Finance
The University of Iowa
Iowa City, IA
Iowa City, IA
2008 to 2012
B.B.A. in Finance
The University of Iowa
Iowa City, IA
Skills:
Microsoft Office Suite, FINRA Series 7 and 66,