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Financial Consultants in Brea, CA

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41 results found

Guy Hugaert Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeSales AgentSecurityBusiness AdministratorHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterArmy Lieutenant ColonelMaster of Business AdministrationMaster of ScienceWatchmanChief Networking OfficerOperations ManagerCustomer RelationsSports Game CoachSports TrainerSports Trainers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Ana, CAFinancial Advisorsince Dec 2012Bankers Life and Casualty - Brea, CAInsurance Sales RepresentativeJun 2012 - Nov 2012

Janis Cilderman Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerCounselorInvestorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
AF Client Service Specialist, Sr. at The Capital Group, AF Client Service Specialist at The Capital ...
Title:
AF Client Service Specialist, Sr.
Location:
Irvine, California
Industry:
Financial Services
Work history:
The Capital Group - Irvine, CAAF Client Service Specialist, Sr.since Sep 2012The Capital Group - Irvine, CAAF Client Service Specialistsince Sep 2011
Languages:
Latvian and Russian
and key financial advisor and investor relationships with..

Steven Yue Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSpeakerAdministrative AssociateSenior AdvisorBusiness AdministratorSpokespersonRepresentativeAdministrative ClerkClerical SpecialistAdvisorSales RepresentativeSoftware DeveloperSoftware DevelopersOperations Manager

Experience & Education

Work

Company:
New hope liuhe
Newhuadu business school consulting internship
Company:
Northwestern mutual - Newport Beach, CA
Assistant to financial advisor travis vandenberg

Skills

Intermediate Excel skills (Pivot Tables, Functions, Vlookup), Microsoft Word and Powerpoint,...

David Rock Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerAdvisorBusiness AdministratorEconomistAccount Service Manager

Experience & Education

Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Chase Investments - Chino Hills, CaliforniaVice President Financial AdvisorSep 2010 - Feb 2013LPL Financial - Brea, caIndependent Financial AdvisorJan 2008 - Sep 2010
Skills:
Series 7, Wealth Management, Retirement, Financial Planning, Investments, Securities, Mutual Funds, ...

Betty Chin Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTalent Acquisition AdvisorHuman Resources SpecialistTalent AgentRecruitmentManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor Talent Acquisition Manager at Edward Jones
Title:
Hiring Financial Advisors in California
Location:
Brea, California
Industry:
Financial Services
Work history:
Edward Jones - Brea, CAFinancial Advisor Talent Acquisition Managersince Aug 2011JP Morgan - Century City, CAPrivate Wealth Management - RecruiterJul 2010 - Aug 2011
Skills:
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking Systems, Recruiting, Process...
Languages:
Korean

Jim Burton Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Registered Representative at burton financial, 26 year associate of DFMG at Diversified Financial...
Title:
Financial Advisor
Location:
Brea, California
Industry:
Financial Services
Work history:
Burton financial Registered Representativesince Jan 2012Diversified Financial Management Group 26 year associate of DFMGsince Jul 1986

David Sweet Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderPartnerFounding MemberChief ExecutiveMarketing ManagerCertified Nurse AideNurseNurse PractitionerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Founder at DES Financial Group, LLC
Title:
Founder, DES Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
DES Financial Group, LLC - 3000 East Birch Street, Suite 103, Brea, CA 92821Foundersince Feb 2009Edward Jones Financial AdvisorMar 2002 - Feb 2009
Skills:
Wealth Management, Finance, Financial Services, Asset Management

Nicholas Villasenor Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley - Brea, CAFinancial Advisorsince Oct 2005Crane & Associates Financial Planning Client Service AssociateFeb 2004 - Oct 2005

Andrae Miller Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness ManagerOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Brea, California
Industry:
Financial Services
Work history:
Merrill Lynch - Brea, CAFinancial Advisorsince 2011Daymon Worldwide Business Manager2008 - 2011

Matt Ly Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorProduction ManagerProduction DirectorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Production Manager at Innovative Surgical Products, Inc.
Title:
Insurance/Financial Consultant
Location:
Brea, California
Industry:
Financial Services
Work history:
Innovative Surgical Products, Inc. Production Manager

Sunita Foley Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerManagerOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Financial Advisor/Branch Manager at Raymond James, Financial Advisor/ Registered Principal at...
Title:
Financial Advisor/ Principal @ Raymond James Financial Services Inc. Member FINRA/SIPC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisor/Branch Managersince 2009Raymond James Financial Services Inc.Member FINRA/SIPC - Brea, CaFinancial Advisor/ Registered Principalsince Apr 2009

Mike Huang Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerOperations Manager

Experience & Education

Work

Company:
Lender processing services, inc
Senior manager, product strategy and client relationship management
Company:
Ameriprise financial - Long Beach, CA
Financial advisor

Teresa Kneale Brea, CA

Professions & Specialties

Financial ConsultantTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLeaderFood serviceManagersConsumer Goods ProfessionalAgentCommodities ClerkSales Representative

Experience & Education

Work

Company:
New york life
Licensed life/health agent in ca, az, tx, in, and mn
Company:
Edward jones - Brea, CA
Financial advisor training and achievement of industry-related licensing credentials

Michael Araluce Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Capstone Affluent Strategies
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Capstone Affluent Strategies Vice Presidentsince 2011First Bank - 3001 Harbor Blvd Costa Mesa CaFirst Brokerage Senior Financial Consultant2012 - 2012

Phil Anton Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations Manager

Experience & Education

Position:
Senior Financial Advisor at Independent Brokerage Firm
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Independent Brokerage Firm Senior Financial Advisorsince Dec 2009Financial Services Business - Brea, CAManager1967 - 2011
Languages:
Spanish

Christopher Rowe Brea, CA

Professions & Specialties

Financial ConsultantTraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDrafterManagers

Experience & Education

Work

Company:
C.m.rowe financial, llc
Owner / financial advisor
Company:
Elite services - zecco trading, inc - Pasadena, CA
Sr. financial services rep. / preferred trader

Jaemin Sim Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberNon-ProfitDeputy DirectorOperations ManagerDeputy ManagerChief ExecutiveSales Representative

Experience & Education

Work

Company:
Lbw insurance & financial services inc. - Valencia, CA
Financial planning associate
Company:
Axa advisor, llc
Financial consultant

Skills

Finra Series 7, 66 and CA Life Agent & Variable contract Insurance license []

Teresa Kneale Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
New york life
Licensed life/health agent in ca, az, tx, in, and mn
Company:
Edward jones - Brea, CA
Financial advisor training and achievement of industry-related licensing credentials

Hector Amezcua Brea, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberCustomer ServiceOperations Manager

Experience & Education

Work

Company:
J.p. morgan securities, paramount - Bellflower, CA
Financial advisor associate
Company:
Wells fargo bank - Montebello, CA
Personal banker registered

Nicole Gasque Santa Ana, CA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentBartenderEvent PlannerAdvisorRepresentativeBar ManagerApprenticeSupporting MemberCoordinatorTeam MemberManagersBachelor of Business AdministrationMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEvent ManagerStudent Worker

Experience & Education

Position:
Bartender at Yardhouse
Title:
Bartender at Yard House Restaurants
Location:
Orange County, California Area
Industry:
Events Services
Work history:
Yardhouse - Brea, CABartendersince Jan 20135 Napkin Burger - New York, NYBartenderNov 2011 - Nov 2012
Financial Advisor Trainee at Morgan Stanley

Bradley Saunders Brea, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerSenior Vice PresidentChief ExecutiveVice PresidentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Managing Partner at PSM Wealth Management
Location:
Brea, California
Industry:
Financial Services
Work history:
PSM Wealth Management - 3 Pointe Drive, Suite 107, Brea, CA 92821Managing Partnersince Mar 2013Morgan Stanley Wealth Management - Brea. CASenior Vice PresidentAug 2008 - Mar 2013
Skills:
Strong Business Acumen, Financial Analysis, Business Strategy, Capital Markets, Asset Managment,...
AVP Financial Advisor & Assistant Branch Manager--Whit..

Corey Gonzalez Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorProject ManagerEntrepreneurAdvisorManagersSports TrainerSports TrainersTraining and Coaching ProfessionalProfessional Development TeacherProject ManagersContractorChief ExecutiveComposerMusic DirectorAgentSales RepresentativeLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperReal Estate Sales AgentReal Estate ManagerEntertainer

Experience & Education

Position:
Consultant at coreygonzalez, Productivity Coach at coreygonzalez, Entrepreneur at S1 Studios
Title:
Consultant, Project Manager & Entrepreneur
Location:
Orange County, California Area
Industry:
Professional Training & Coaching
Work history:
Coreygonzalez - Fullerton, CAConsultantsince May 2012Coreygonzalez - Brea, CAProductivity Coachsince Feb 2012
Skills:
Consulting, Coaching, Leadership, Project Planning, Strategies, Marketing, Marketing Strategy,...
Financial Advisor at Edward Jones

Akemi Lee Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentTellerFinancial ConsultantFinancial Management AnalystSupervisorRepresentativeBusiness AdministratorManagersShop ManagerSales ManagerOperations ManagerCustomer ServiceClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Boss Lady at Hapa Cupcakes
Location:
Orange County, California Area
Industry:
Education Management
Work history:
Hapa Cupcakes Boss LadyJPMorgan Chase Bank Personal BankerOct 2010 - May 2011
Financial Advisor Network,FAN,

Scot Klein Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeChairpersonBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorOrganization ManagementAutomotive SpecialistAutomotive ProfessionalVideo Editor

Experience & Education

Position:
Realtor at Greg Haxton, Broker, President at Klein Companies, Safe Families Council Board Member at ...
Title:
Realtor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Greg Haxton, Broker - Brea, CARealtorsince May 2013Klein Companies - Anaheim, CAPresidentsince Aug 2012
Skills:
Marketing, Customer Service, Sales, Microsoft Office, Advertising, PowerPoint, Series 7, Research,...
Financial Advisor at Tax & Financial Group

Javier Padilla Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEducatorEducation ProfessionalInstructorDivision ManagerDepartment SupervisorManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCoordinatorManagersAdvisorAnalystsModelInsurance ProfessionalUnderwriterProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Division Manager at Legacy Full Circle Financial
Title:
Retirement Educator
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Legacy Full Circle Financial Senior Division Managersince Sep 2009Freedom Graphic Systems Print Production Coordinator2007 - 2010
Financial Advisor Network

Kai Hsia Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentWebmasterWeb DeveloperUser Interface DesignerSoftware DevelopersSEO SpecialistWeb MarketerVice PresidentManagerMarketing ManagerChief ExecutiveOperations ManagerJava DeveloperSoftware DeveloperFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Developer/Webmaster at UL Solar, Inc.
Title:
Developer at UL Solar, Inc.
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
UL Solar, Inc. - Brea, CADeveloper/Webmastersince Nov 2012My Dream House Furniture - Irvine, CAVP/ManagerNov 2011 - 2012
Skills:
HTML 5, CSS3, JavaScript, Google Adwords, E-commerce, PHP, E-commerce SEO, Ruby on Rails, Digital...
Languages:
English, Chinese, Japanese, Spanish, German

Maira Thompson Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarket Research AnalystComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
E-Commerce Marketing Coordinator at Hospitality Marketing Concepts
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Hospitality Marketing Concepts E-Commerce Marketing Coordinatorsince Oct 2012Farmers Insurance - Brea, CAClaims HandlerOct 2011 - Nov 2012
Languages:
Spanish
Financial Advisor at Edward Jones

William Clark Brea, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Systems AnalystIT AnalystManagement AnalystAnalystsMaster of Business Administration

Experience & Education

Work

Company:
The boeing company
Senior planning and business systems analyst
Company:
The boeing company - Huntington Beach, CA
Senior rate management analyst

Skip Yackey Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice Presdent- Wealth Management at UBS Financial Services,Inc.
Title:
Vice President-Wealth Management at UBS Financial Services, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
UBS Financial Services,Inc. - Brea, CAVice Presdent- Wealth Managementsince Nov 2011MorganStanley SmithBarney VP- Wealth ManagementFeb 2004 - Nov 2011
Financial Advisor at UBS

Patrick Amaya Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersBusiness AdministratorSchool PrincipalSchool AdministratorEducational ManagerBachelor of ArtsOperations Manager

Experience & Education

Work

Company:
Merrill lynch - Newport Beach, CA
Avp supervision and controls
Company:
Financial network investment corporation (fnic) - El Segundo, CA
Osj supervisor

Skills

FINRA Series 7, 66, 24, 53, 4 and CA Life

Allen Swan Brea, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief Executive

Experience & Education

Work

Company:
Windem real estate
Real estate broker
Company:
Safeguard realty investments - Costa Mesa, CA
Real estate broker

George Connaghan Irvine, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinancial Planning AnalystAccounting AnalystMaster of Business AdministrationBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Corporate finance - Irvine, CA
Senior financial analyst
Company:
University of california - Riverside, CA
Senior financial analyst - finance & business operations

Peter Robbins Brea, CA

Professions & Specialties

Mortgage BrokerMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerPsychology SpecialistFounderFounding MemberChief ExecutivePsychologistNon-ProfitAccounting BookkeeperBookkeeper

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Turning Point Mortgage
915 W. Imperial Hwy, Ste. 150, Brea, CA 92821
Experience:
10 years years
He is also a registered financial advisor which allows him to bring a uniq..

James Ruvalcaba Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystApprenticeAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerBusiness AdministratorAccounts Receivables SpecialistAccounts ReceivableLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of ScienceEntertainment ProfessionalEntertainerAdvertising ProfessionalMarket Research AnalystAdvertising Sales AgentVice PresidentChief ExecutiveFinancial OfficerOperations Manager

Experience & Education

Position:
Analyst at Farmers Insurance Group of Companies
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Farmers Insurance Group of Companies - Greater Los Angeles AreaAnalystsince Jan 2012Morgan Stanley Smith Barney - Brea, CAInternSep 2011 - Dec 2011
..to successfully generate leads for the financial advisor

Kurt Kost Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarketing AdministratorConsumer Goods ProfessionalClient Service OfficerRetail SalespersonCommodities ClerkCustomer Service

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
RBC Wealth Management - Newport Beach, CAFinancial Advisorsince Jan 2012Ventura Foods, LLC - Brea, CaField Category Marketing ManagerNov 2003 - 2011

Mark Venegas Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSpeakerSupervisorSpokespersonRepresentativeManagersCustomer RelationsCommand Sergeant Major

Experience & Education

Work

Company:
Gts/csm credit restoration
Financial advisor / speaker / sales / customer relations
Company:
Hixson metal finishing - Newport Beach, CA
Supervisor for parker hannifin cell w/hixson

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystConstructionSales ManagerSales DirectorHuman Resources SpecialistRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMarketing ManagerBachelor of ArtsMaster of ScienceDatabase Administration ProfessionalDatabase AdministratorField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Title:
Wealth Management Specialist at Merrill Lynch
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Merrill Lynch - Newport Beach, CAWealth Management SpecialistApr 2010 - Jun 2012Merrill Lynch - Newport Beach, CAComplex Sales ManagerJan 2007 - Apr 2010
Skills:
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial...

George Deverrick Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorSports TrainerHead CoachSports TrainersSports Game CoachIndependent ContractorCounselorContractorAdvisorIndependent Business OwnersOperations ManagerOrganization ManagementAccounting BookkeeperBookkeeperSales AgentDealer Service RepresentativeAgentSales RepresentativeCustomer Service Technical RepresentativeCustomer Service AssociatePsychologistPsychology Specialist

Experience & Education

Position:
Independent Professional Youth Soccer COnsultant at United FC
Title:
Sales Manager - Internal Wholesaling & Professional Youth Soccer Coach
Location:
Laguna Beach, California
Industry:
Sports
Work history:
United FC - San Juan CapistranoIndependent Professional Youth Soccer COnsultantsince Dec 2012Pateadores Soccer Club - Irvine, CAIndependent Professional Youth Soccer ConsultantJan 2009 - Nov 2012
Skills:
Annuity, Annuities, Mutual Funds, Retirement, Insurance, Fixed Annuities, Retirement Planning,...
..strategies and sales ideas to financial advisor/clients and at in-house wholesal..

George Ullrich Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCommissionerMediatorChairpersonFounderPartnerChief ExecutiveFounding MemberCoordinatorVolunteerManagersNon-ProfitLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales ManagerSales DirectorRegion ManagerOperations ManagerCommunity Service ManagerTechnicianAdvisorBusiness AdministratorArea ManagerTechnical SpecialistTechnical Support SpecialistsMaster of Business AdministrationBachelor of ScienceAssociate of ScienceEconomistGovernment Administration ProfessionalAutomotive SpecialistAutomotive ProfessionalService TechnicianMaintenance and Repair WorkerCustomer ServicePsychology Specialist

Experience & Education

Position:
Planning Commissioner at City of Brea, President at ULLRICH FAMILY ACQUISITIONS,LLC, Faith Based...
Title:
Planning Commissioner - City of Brea
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
City of Brea - Brea, CAPlanning Commissionersince Feb 2013ULLRICH FAMILY ACQUISITIONS,LLC - 1400 Dallas Drive, Denton TX 76205Presidentsince Apr 2013
Languages:
English
Certifications:
Special Enrollment Examination - Representation, Practice & Procedures, I.R.S.
Volunteer Income Tax Assistance/Tax Counseling for the Elderly, Internal Revenue Service
Financial Advisor Magazine

Devin Stevenson Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent ContractorCounselorContractorAdvisorCertified Public AccountantIndependent Business OwnersManagerOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSurgeonSurgical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of Science

Experience & Education

Position:
Investments Representative at Fidelity Investments, Private Client Specialist at Fidelity Investments
Title:
Investments Representative at Fidelity Investments
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Fidelity Investments Investments Representativesince May 2013Fidelity Investments - Brea, CAPrivate Client Specialistsince Dec 2012
Financial Advisor at Merrill Lynch

Chandra Rodgers Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEntertainment ProfessionalEntertainerInformation Technology SpecialistIT SpecialistFinancial AnalystBachelors DegreeOperations ManagerAnalystAnalysts

Experience & Education

Position:
Sr. BSA at Warner Bros. Entertainment Group of Companies
Title:
Warner Bros. Entertainment
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Warner Bros. Entertainment Group of Companies - Burbank, CaliforniaSr. BSAsince Jun 2012Avery Dennison - Brea, CACorporate IT Finance Counsultant2011 - 2012
Financial Consultant at Westinghouse Digital Elect..


Financial Consultants near Brea, CA04198381,2571,6762,095Santa AnaIrvineAnaheimOrangeWhittierFullertonGarden GroveWest CovinaBuena ParkLa Habra



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Financial Consultants in California

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