Standard Bank Group
Advisory Services Representative and Chartered Retirement Planning Counselor Crpc
Edward Jones Apr 2014 - Dec 2015
Financial Advisor and Chartered Retirement Planning Counselor Crpcã Â
Pnc Apr 2013 - Apr 2014
Financial Specialist
Merrill Lynch Jul 2010 - Dec 2012
Financial Advisor, Program Portfolio Advisor, and Chartered Retirement Planning Counselor Crpcã Â
Fidelity Investments Jun 1989 - Jun 2010
Financial Services Professional
Education:
Indiana University Bloomington 1983 - 1987
Bachelors, Bachelor of Science, Public Affairs, Management
Skills:
Series 7 Mutual Funds Retirement 401K Retirement Planning Fixed Annuities Strategic Financial Planning Series 63 Relationship Mgmt Relationship Building Skills Cfp Courses Wealth Management Crpc Chartered Retirement Planning Counselor Investment Advisory Investments Asset Allocation Securities Uniform Combined State Law Series 24 Series 66 Life and Health Insurance Licenses Estate Planning Finance Financial Advisory Financial Planning Financial Services Relationship Management Series 6
Douglas Corra I have been a BEAT client for 10 months now and I have lost to date 60 lbs, 7 inches off of my hips, and over 10 inches from my waist. ...