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Financial Consultants in Alabama

Financial Consultants in Birmingham, AL

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250 results found

Gregg Danielson Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Development Director • Owner • HR Manager • Chief Executive • Security • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Marketing Manager • Region Manager • Operations Manager • Construction • Investor • Representative • Advisor • Business Administrator • Area Manager • Builder • Construction Specialist • Construction Laborer • School Principal • School Administrator • Educational Manager • Agent • Sales Engineering Specialist • Sales Engineer • Sales Representative • Bachelor of Science • Psychologist • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Psychology Specialist

Experience & Education

Position:
Agency Development Manager at Farmers Insurance
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Farmers Insurance - Birmingham, Alabama AreaAgency Development Managersince Jun 2011MetLife - Birmingham, Alabama AreaFinancial Advisor at MetLife Securities, Inc./Financial Services RepresentativeJan 2010 - Jun 2011
Skills:
Insurance, Financial Planning, Investments, Annuities, Long Term Care, Sales Management, Real...
Certifications:
Securities Series 6 - Investment Company Products/Variable Contracts Representative, FINRA
Securities Series 26 - Investment Company Products/Variable Contracts Principal, FINRA
Full Profile

Clay Lewallen Birmingham, AL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Group Fitness Instructor • Sports Trainer • Health and Fitness Teacher • Fitness Trainer • Sports Trainers • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Captain • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Partner • HR Manager • Psychology Specialist

Experience & Education

Position:
Financial Sales Consultant, III at PNC, Group Fitness Instructor at Gold's Gym International
Title:
Banker and Financial Advisor
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
PNC - Crestline Village, Mountain Brook, ALFinancial Sales Consultant, IIIsince Mar 2012Gold's Gym International - Birmingham, AlabamaGroup Fitness Instructorsince 2009
Skills:
Sales, Retirement Planning, Wealth Management
Full Profile

Bob Ross Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Security • Certified Nurse Aide • Nurse • Nursing Assistant • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Chairperson • Operations Manager • Chief Executive • Sports Trainer • Sports Trainers • Tour Guide • Project Managers • IT Specialist • Software Developers

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Hoover, ALFinancial Advisorsince Sep 2010Travel Nurse Solutions Director of Account ManagementJun 2006 - Jun 2010
Skills:
Call Center, Account Management, Salesforce.com, Sales Management, Sales, Customer Service,...
Full Profile

Dwight Lloyd Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Chief Executive Officer • Vice President of Finance • Operations Manager • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Vice President • Accounts Payable • Accounts Payable Specialist • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Accounting Operational Manager at Regional Brokerage Firm
Title:
Accounting Operational Manager
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Regional Brokerage Firm Accounting Operational Managersince Aug 2004Regional Brokerage Firm Financial Reporting ManagerOct 2007 - Mar 2009
..department on regulations related to financial advisor setup and trade monitoring with..
Full Profile

Chris Depew Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Professional • Advertising Sales Agent • Counselor • Advisor • Advertising Professional • Bachelor of Business Administration • Editing Professional • Writing and Editing Professional • Writer and Editor • Editor • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
Financial Services and Marketing Professional
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Edward Jones - Birmingham, Alabama AreaFinancial AdvisorJan 2012 - Sep 2012AT&T Advertising Solutions - Birmingham, Alabama AreaAdvertising ConsultantOct 2008 - Jan 2012
Skills:
Customer Retention, Account Management, Customer Satisfaction, Social Media, Marketing, Facebook,...
Certifications:
Series 7, FINRA
Series 66, NASAA
Full Profile

Alexandria Mcclelland Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Business Administrator • Project Manager • Area Manager • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Science • Operations Manager • Region Manager • Sales Manager • Project Managers

Experience & Education

Title:
Experienced Pharmaceutical Representative
Location:
Birmingham, Alabama Area
Industry:
Pharmaceuticals
Work history:
Morgan Stanley Smith Barney Financial AdvisorMar 2010 - Aug 2011Schering-Plough Sales RepresentativeJun 2007 - Mar 2010
Full Profile

Tad Hill Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Capital Markets Professional • Counselor • Advisor • Planner • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entrepreneur • Managers • Vice President • Bachelor of Science • Computer Software Professional • Software Developers • Trust Law Attorney • Lawyers • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Registered Financial Consultant | Chartered Retirement Planning Counselor | CEO of Freedom...
Title:
Registered Financial Consultant | Chartered Retirement Planning Counselor | President & CEO of Freedom Financial Group
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Freedom Financial Group - Birmingham, AlabamaRegistered Financial Consultant | Chartered Retirement Planning Counselor | CEO of Freedom Financialsince Sep 2008Freedom Financial Group - Birmingham, AlabamaFinancial & Investment Advisor | Life Insurance & Retirement Planner | Tax & Estate Consultantsince Sep 2008
Skills:
Chartered Retirement Planning Counselor (CRPC), Registered Financial, Consultant (RFC), Series 65...
Full Profile

Andrew Blankenship Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Master of Science • Master of Business Administration • Security • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at J. Smith Lanier & Co.
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
J. Smith Lanier & Co. Account Executivesince Jan 2008Auburn University MBA Student2006 - 2007
Skills:
Investments, Business Analysis, Retirement Planning, Strategic Planning
please contact your financial advisor directly
Full Profile

Senitra Blackburn Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Training and Development • Recruitment • Counselor • Generalist • Advisor • Employee Relations Manager • Talent Agent • Employee Relations Specialist • Labor Relations Specialist • Entrepreneur • Managers • Owner • HR Manager • Chief Executive • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Psychology Specialist

Experience & Education

Position:
Senior HR Consultant at HRM, Inc.
Location:
Birmingham, Alabama Area
Industry:
Human Resources
Work history:
HRM, Inc. - Birmingham, Alabama AreaSenior HR Consultantsince Jun 2013Edward Jones - Birmingham, Alabama AreaFinancial AdvisorJan 2012 - Jun 2013
Skills:
Recruiting, Employee Benefits, Employee Relations, Marketing, Training, Interviews, Screening,...
Full Profile

Tyler Foster Birmingham, AL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisorsince 2010Wells Fargo Bank Personal Banker2009 - 2010
Full Profile

Laurel Angell Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Customer Service • Department Store Salesperson • Retail Professional • Retail Salesperson • PR and Communications Professional • Public Relations Professinal

Experience & Education

Position:
Preferred Relationship Manager at BBVA Compass
Location:
Birmingham, Alabama Area
Industry:
Banking
Work history:
BBVA Compass - Riverchase BranchPreferred Relationship Managersince Mar 2013BBVA Compass - Pelham BranchSenior Financial Sales AdvisorApr 2012 - Feb 2013
Certifications:
Series 6, Investment Company, Products\Variable Contracts Representative
Series 63, Uniform Securities Agent State Law Series Exam
Become a main point of contact as a financial advisor for current and referred portfol..
Full Profile

Andrew Blankenship Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Master of Science • Master of Business Administration • Security • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at J. Smith Lanier & Co.
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
J. Smith Lanier & Co. Account Executivesince Jan 2008Auburn University MBA Student2006 - 2007
Skills:
Investments, Business Analysis, Retirement Planning, Strategic Planning
please contact your financial advisor directly
Full Profile

Vince Hutchinson Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Private Financial Advisor at BB&T
Location:
Birmingham, Alabama Area
Industry:
Banking
Work history:
BB&T Private Financial Advisorsince Aug 2009Colonial Bank Private Banking OfficerAug 2004 - Aug 2009
Skills:
Series 7, Series 66, Loans, Credit, Commercial Lending, Wealth Management, Credit Analysis
Full Profile

Donna Cates Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Advocate • Jurist • Legal Counsel • Economic Expert • Economist • Speaker • Guide • Spokesperson • Representative • Tour Guide • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Financial Advisor, Asst VP, CFM, CRPC, CDFA at Merrill Lynch
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Merrill Lynch Sr. Financial Advisor, Asst VP, CFM, CRPC, CDFAsince 2002
Skills:
Certified Divorce Financial Analyst, Divorce Financial Advocate in a Collaborative Law Setting,...
Full Profile

Richard Sanders Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Analysts • Student Worker • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Market Research Analyst

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Apr 2013International Paper - Greater Memphis AreaFinancial AnalystFeb 2013 - Apr 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Gregory Clark Birmingham, AL

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Advisor • Operations Officer • Counselor • Doctor of Medicine • Master of Science • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
G-3 Operations Officer, National Disaster Medical Systems Team, US Army Medical Command at United...
Title:
Financial Services Representative/Financial Advisor at AUREUS Financial Management an office of Metlife
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
United States Army Reserve - Ft. Sam Houston, TexasG-3 Operations Officer, National Disaster Medical Systems Team, US Army Medical Commandsince Nov 2011AUREUS Financial Management an office of MetLife - Birmingham, Alabama AreaFinancial Advisorsince Feb 2008
Full Profile

Allen Taylor Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Managing Partner • Partner • Director • Founding Member • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Master of Science • Doctor of Medicine • Security • Representative • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Wealth Strategies, LLC
Title:
Founder/ Managing Partner at Wealth Strategies LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wealth Strategies, LLC Managing Partnersince Feb 2002IFG Securities Partner/Portfolio Director/Registered RepresentativeMay 1998 - Feb 2002
Skills:
Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management, Asset...
please contact your financial advisor directly
Full Profile

Matt Mitchell Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Program Associate • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Business Administrator • Administrative Clerk • Clerical Specialist • Non-Profit • Operations Manager • Bachelor of Science

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Fidelity Investments - Birmingham, Alabama AreaFinancial Representativesince Jan 2013Edward Jones - St Louis, MissouriFinancial Advisor Career Development Program AssociateJul 2012 - Oct 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Matt Wilson Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Independent Business Owners • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Consultant at The Southlake Financial Group LLC.
Title:
Financial Consultant at The Southlake Financial Group
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
The Southlake Financial Group LLC. - Hoover, ALFinancial Consultantsince Mar 2011Tristone Financial Mortgage Consultant2006 - 2007
Languages:
Spanish
Full Profile

Pamela Pouncy Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Business Administrator • Administrative Associate • Administrative Clerk • Clerical Specialist • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Alabama psychotherapy and wellness center
Administrator
Company:
Morgan stanley smith barney - Birmingham, AL
Financial advisor

Skills

Advising, Computer-literate, Software proficient, Decision making, Entertaining, Planning,...
Full Profile

Sean Sims Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Territory Sales Manager • Owner • Region Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Diver • Government Service Executive • Government Administration Officer • Civil Servant • Sales Representative

Experience & Education

Position:
Financial Advisor / District Sales Manager at Mutual of Omaha
Title:
Financial Advisor
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Birmingham, ALFinancial Advisor / District Sales Managersince Jun 2011Sean Sims Insurance & Financial Services, LLC - Birmingham, Alabama AreaOwnerMay 2009 - Jun 2011
Skills:
Long Term Care, Disability Insurance, Critical Illness, Group Benefits, IRA Rollovers, Financial...
Full Profile

Jerry Choate Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Chief Accountant • Independent Business Owners • Account Manager • Owner • Executive Team Leader • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Manager • Operations Manager • HR Manager • Project Managers • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Project Manager • Independent Contractor • Construction • Contractor • Training Manager • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Human Resources Specialist • Recruitment • Biotechnology Professional • Biologist • Biological Scientist • Computer Specialist • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Title:
Financial Advisor
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Birmingham, Alabama AreaFinancial Advisorsince Apr 2011MidSouth Capital - Greater Atlanta Area and Birmingham, ALManaging Director - Investment BankingOct 2009 - Apr 2011
Skills:
Investments, Financial Services, Strategic Financial Planning, Due Diligence, Securities, Wealth...
Languages:
German
Full Profile

Robert Straka Birmingham, AL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Estate Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Financial Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • MS in Forensic Science • Underwriter

Experience & Education

Position:
CEO at GrandView Financial Group, LLC (Sole Proprietorship)
Title:
CEO, Grandview Financial Group, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
GrandView Financial Group, LLC CEOsince Jul 2005
Full Profile

Jacob Mims Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Pharmaceutical Sales Representative • Leader • Managers • Operations Manager • Student Worker

Experience & Education

Title:
Professional Sales Representative, Shionogi inc.
Location:
Birmingham, Alabama
Industry:
Pharmaceuticals
Work history:
Pittman Financial Partners - 1101 22nd Street South, Birmingham, ALFinancial AdvisorApr 2012 - Dec 2012AstraZeneca Pharmaceuticals Pharmaceutical Sales SpecialistJan 2011 - Mar 2012
Full Profile

Ashley Smithson Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Actuary • Actuarial Analyst • Statistician • Actuarial Associate • Apprentice • Student Worker • Mathematician • Project Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
ASA - Actuary at Blue Cross Blue Shield
Location:
Birmingham, Alabama Area
Industry:
Insurance
Work history:
Protective Life Insurance Company Actuarial AnalystAug 2008 - Mar 2013Edward Jones Financial Advisor InternJun 2006 - Jun 2007
Skills:
Actuarial Science
Full Profile

Stephanie Northcutt Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Roberts wealth management - Birmingham, AL
Assistant to financial advisor
Company:
Kamtek/itac solutions - Birmingham, AL
Quality control assistant

Skills

Quickbooks, Quickbooks Pro, Xactimate, Nextgen, MS Office (Word, Excel, Powerpoint, Outlook,)...
Full Profile

Allen Taylor Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Managing Partner • Partner • Director • Founding Member • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Master of Science • Doctor of Medicine • Security • Representative • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Wealth Strategies, LLC
Title:
Founder/ Managing Partner at Wealth Strategies LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wealth Strategies, LLC Managing Partnersince Feb 2002IFG Securities Partner/Portfolio Director/Registered RepresentativeMay 1998 - Feb 2002
Skills:
Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management, Asset...
please contact your financial advisor directly
Full Profile

Mayo Woodward Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative • Master of Science • Sales Manager • Sales Director • Marketing Manager

Experience & Education

Position:
Branch Manager at Ameriprise Financial
Title:
Branch Manager, Financial Advisor
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Birmingham, Alabama AreaBranch Managersince Nov 2008Merrill Lynch Regional Sales ManagerJun 2006 - Oct 2008
Full Profile

Joe Escue Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Captain • Pedagogue • Bachelor of Science • Business Administrator • Air Transportation Worker • Operations Manager

Experience & Education

Work

Company:
A.g. edwards/wachovia securities/wells fargo advisors
Financial advisor
Company:
B-767 international - Atlanta, GA
Captain
Full Profile

Andrew Scott Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Smith Barney Financial Advisor
Full Profile

Christopher Lyon Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Inspector • Business Administrator • Courier • Operations Manager

Experience & Education

Work

Company:
Raymond james - Birmingham, AL
Financial advisor
Company:
Interfirst capital llc - Birmingham, AL
Temp. property inspector
Full Profile

Chris Baker Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Manager • Operations Manager • Business Administrator • Analysts • Human Resources Specialist • Recruitment • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Trust Law Attorney • Lawyers

Experience & Education

Title:
Finance
Location:
Birmingham, Alabama
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Birmingham, Alabama AreaFinancial AdvisorApr 2012 - Jun 2012Merrill Lynch - Birmingham, Alabama AreaInvestment Associate / Co-Portfolio ManagerApr 2011 - Apr 2012
Skills:
Discretionary Portfolio Management, Options Strategies, Algorithm Development, NASD Series 7...
Full Profile

Candie Hankins Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at JCECU
Location:
Birmingham, Alabama Area
Industry:
Banking
Work history:
JCECU Financial Counselor
Full Profile

Hays Latimer Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor
Skills:
Retirement & Transition Planning, Retirement Income Planning
Full Profile

Michael Dunigan Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Customer Service • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Sep 2009Ameriprise Financial Services, Inc. Associate Financial AdvisorDec 2005 - Sep 2009
Skills:
Series 7, Retirement Planning, Investments, Strategic Financial Planning, Banking, Finance,...
Full Profile

Mark Lovoy Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Partner • Partner • Chief Executive

Experience & Education

Position:
Financial Consultant at Charles Schwab
Title:
Associate Financial Consultant at Charles Schwab
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Charles Schwab - Birmingham, Alabama AreaFinancial Consultantsince Apr 2013Tetrad Asset Management - Birmingham, AlabamaManaging PartnerAug 2012 - Mar 2013
Languages:
English
Full Profile

Andrew Boyd Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advertising Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Representative at Northwestern Mutual
Location:
Birmingham, Alabama Area
Industry:
Marketing and Advertising
Work history:
Northwestern Mutual - Hoover, ALFinancial Advisorsince 2012Birmingham Business Journal - Birmingham, AlabamaAccount Executive2010 - 2012
Skills:
Marketing, Social Media Marketing, Advertising, Public Relations, Business Development
Full Profile

Bob Listener Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at The Leftorium
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
The Leftorium Financial Consultant
Full Profile

Rob Herndon Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant at AXA Advisors, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince May 2009
Skills:
Financial Planning, Investments, Life Insurance, Disability Insurance, Long Term Care, Retirement...
Certifications:
Series 7
Series 66
Full Profile

Michael Lahurd Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Entertainer

Experience & Education

Position:
Financial Advisor at Southeastern Financial Group, LLC, Financial Representative at Southeastern...
Title:
Financial Representative at Southeastern Financial Group, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Southeastern Financial Group, LLC - Birmingham, ALFinancial Advisorsince Mar 2010Southeastern Financial Group, LLC Financial Representativesince Mar 2010
Full Profile

Christopher Vines Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Team Member • Managers • Clerical Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Keystone Financial Services
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Keystone Financial Services - Birmingham, Alabama AreaFinancial Advisorsince Aug 2011MetLife Financial Services RepresentativeApr 2010 - Jul 2011
Full Profile

Chuck Andrews Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL ADVISOR at NORHTWESTERN MUTUAL
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
NORHTWESTERN MUTUAL FINANCIAL ADVISOR
Full Profile

Michael Player Birmingham, AL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
CFP® and Wealth Management Advisor at Merrill Lynch
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisorsince Apr 1999Motivair Corporation Product DevelopmentOct 1995 - Apr 1999
Skills:
Retirement Planning, Retirement, Finance, Financial Services, Strategic Financial Planning
Full Profile

Glen Guthrie Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Birmingham Investment Group
Location:
Birmingham, Alabama Area
Industry:
Investment Banking
Work history:
Birmingham Investment Group Financial Advisor
Full Profile

Lawrence Wall Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at PryorMcCormick
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
PryorMcCormick Financial Advisor
Full Profile

Patrick Norman Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Operations Officer • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Executive Financial Advisor at Investment Banking, Financial Advisor at GROUP NORMAN
Title:
Financial Advisor at GROUP NORMAN
Location:
Birmingham, Alabama Area
Industry:
Investment Banking
Work history:
Investment Banking Executive Financial AdvisorGROUP NORMAN Financial Advisorsince Jan 2000
Full Profile

Lisa Gamble Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Personal Financial Counselor at Joint Family Support Assistance Program, Accredited Financial...
Title:
Accredited Financial Counselor at Independent Contractor
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Joint Family Support Assistance Program Personal Financial Counselorsince 2012Independent Contractor Accredited Financial Counselorsince 2010
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Heath Henderson Birmingham, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
UBS Wealth Management - Birmingham, Alabama AreaFinancial Advisorsince Sep 2011Merrill Lynch - Birmingham, Alabama AreaFinancial AdvisorApr 2005 - Sep 2011
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Lisa Gaddis Birmingham, AL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
CFP®, ChFC®, Financial Advisor, Ameriprise Financial Inc.
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
Ameriprise Financial - Birmingham, Alabama AreaFinancial Advisorsince Mar 1996Norwest Financial Branch ManagerFeb 1992 - Sep 1995
Certifications:
Certified Financial Planner, CFP®
Chartered Financial Consultant, ChFC®
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Zethina Rowser Birmingham, AL

Professions & Specialties

Financial Consultant • Reverse Mortgage Specialist • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Tax Preparer • Tax Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Librarian • Volunteer • Advisor • Non-Profit • Cashier • Industrial-Organizational Psychologist • Industrial Psychologist • Mathematics • Mathematician • Government Administration Professional • Education Teacher • Psychology Specialist • Community Service Manager

Experience & Education

Position:
Financial Consultant at TAX CARE
Location:
Birmingham, Alabama Area
Industry:
Program Development
Work history:
TAX CARE Financial Consultantsince Jan 1999LiveWell Financial Reverse Mortgage SpecialistJul 2008 - Dec 2008
Skills:
Employee recruiting, selection, evaluation, training, Construction of ethical guidelines specific...
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