Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Garland, TX

Find a professional & check records

Here is a complete list of most available Certified Financial Planners in your town.

Be sure to see other states near you to locate the records of more professionals.

The Trustoria Directory gives you all the information needed to get the right professional for every need.

5 results found

Monica Carr Dallas, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOffice AdministratorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales RepresentativeChief Administrative OfficerFinancial ManagerChief ExecutiveCertified Public AccountantEquipment Tools Purchasing AgentAgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPediatricianFamily PractitionerGeneral PractitionerPersonal SecretarySupporting MemberAdministrative ClerkClerical SpecialistFront Office ReceptionistTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHigh School DiplomaPhysicianSecretary

Experience & Education

Position:
Office Administrator at GS Wealth Management
Location:
Dallas, Texas
Industry:
Financial Services
Work history:
GS Wealth Management - Dallas, TXOffice Administratorsince Dec 2011Berthel Fisher & Company Financial Services Sales Assistant2011 - 2013

Terri Jones Garland, TX

Professions & Specialties

Loan OfficerLoan OfficersCertified Financial PlannerCredit ManagerPuchasing and Estimating ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations ManagerFinancial ManagerBachelor of ScienceCobol DeveloperSoftware DeveloperSoftware DevelopersPsychologistOffice ClerkClerical SpecialistPsychology Specialist

Experience & Education

Work

Company:
Pegasus community credit union, north dallas branch
Branch manager
Company:
United lending partners, ltd - Dallas, TX
Loan officer

Skills

Sales, accounting, management, MS Office 2010 and all previous, Adobe Dreamweaver, Photoshop,...

Christian Yoss Garland, TX

Professions & Specialties

Puchasing and Estimating ManagerSales ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerFinancial ManagerChief ExecutiveOperations ManagerRepresentativeBusiness AdministratorOffice ClerkClerical SpecialistMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Bank of america - Dallas, TX
Svp, market executive
Company:
Svp, preferred services site executive - Dallas, TX

Skills

CERTIFIED FINANCIAL PLANNER; FINRA SERIES 4,7,8,24,53,63,65

Christi Simmons Portland, OR

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerAdministrative AssociateAdministrative ClerkClerical SpecialistCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperService ManagerService Operations ExpertClient Service OfficerSales RepresentativeSales AgentSales ExecutiveChief Administrative OfficerSales ManagerOperations ManagerChief ExecutiveFinancial ManagerRecruitment

Experience & Education

Position:
Administrative Assistant to CPA at Ragsdale & Kollmansberger, CPA's
Location:
Portland, Oregon Area
Industry:
Staffing and Recruiting
Work history:
Ragsdale & Kollmansberger, CPA's - Garland, TXAdministrative Assistant to CPAsince May 2012Broad River - Portland, Oregon AreaRecruiter-Financial ServicesSep 2010 - Jun 2012

Joan Norman Sarasota, FL

Professions & Specialties

Puchasing and Estimating ManagerExecutive Administrative AssistantAdministrative AssociateAdministrative ClerkClerical SpecialistSecretaryOffice ClerkBookkeeperFinancial Manager

Experience & Education

Work

Company:
Mckinney independent school district
Professional and para professional substitute
Company:
The women's resource center of sarasota county - Sarasota, FL
Executive administrative assistant


Certified Financial Planners near Garland, TX0113226339452565DallasPlanoAddisonRichardsonAllenRowlettRockwallMesquite



Certified Financial Planners around Garland, TX

Addison  (4)
Allen  (2)
Dallas  (563)
Mesquite  (1)
Plano  (11)
Richardson  (4)
Rockwall  (1)
Rowlett  (1)

Certified Financial Planners in Texas