Resumes
Resumes
Financial Consultant
View pageLocation:
1980 Inverness Rd, Montoursville, PA 17754
Industry:
Financial Services
Work:
Roche Financial
Financial Consultant
Axa Advisors May 2009 - Nov 2013
Financial Consultant
Financial Consultant
Axa Advisors May 2009 - Nov 2013
Financial Consultant
Education:
Penn State University 2005 - 2009
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management Loyalsock Township High School 2001 - 2005
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management Loyalsock Township High School 2001 - 2005
Skills:
Retirement Planning
Fixed Annuities
Investments
Mutual Funds
Iras
Life Insurance
Pensions
Employee Benefits
Finance
Variable Annuities
Series 63
Insurance
401K Rollovers
Financial Advisory
Qualified Retirement Plans
Term Life Insurance
Roth Ira
Securities
Portfolio Management
Retirement
Financial Planning
Wealth Management
403 B
College Savings Plans
Indexed Annuities
Universal Life
Retirement Savings
Fixed Annuities
Investments
Mutual Funds
Iras
Life Insurance
Pensions
Employee Benefits
Finance
Variable Annuities
Series 63
Insurance
401K Rollovers
Financial Advisory
Qualified Retirement Plans
Term Life Insurance
Roth Ira
Securities
Portfolio Management
Retirement
Financial Planning
Wealth Management
403 B
College Savings Plans
Indexed Annuities
Universal Life
Retirement Savings
Interests:
Snowboarding
Staying Active
Reading
Playing Basketball
Penn State Football
Playing Golf
Staying Active
Reading
Playing Basketball
Penn State Football
Playing Golf
Certifications:
Accredited Investment Fiduciary
Series 7
Series 7