Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in South Carolina

Financial Consultants in Fort Mill, SC

Find a professional & check records

Here is a complete directory of nearly all experienced Financial Consultants near you.

The Trustoria Service Professional Directory gives everyone all the resources needed to locate the most qualified service provider for every need.

Be sure to look at other towns around Fort Mill, SC to locate the names of more people.

32 results found

Cheryl Hooks Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive • Arbitrator • Referee • Judge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Business Unit Manager • Business Administration Specialist • Operations Manager • Compliance Manager • Agent • Sales Agent • Client Service Officer • Sales Representative • Human Resources Specialist • Recruitment • Master of Science • Customer Service • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
VP of Annuity Marketing at Adams-Moore, LLC, Registered Financial Advisor at Way Financial Group,...
Title:
VP of Annuity Marketing at Adams-Moore
Location:
Fort Mill, South Carolina
Industry:
Financial Services
Work history:
Adams-Moore, LLC - Charlotte, North Carolina AreaVP of Annuity Marketingsince Oct 2012Way Financial Group Registered Financial Advisorsince May 2007
Skills:
SEC compliance, Auditing, Forecasting, Compliance, FINRA, Securities, Insurance, Banking, Options,...
Languages:
Spanish
Full Profile

Stephen Nassrah Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Psychology Specialist

Experience & Education

Work

Company:
Hf financial
Financial advisor
Company:
Wachovia securities/wells fargo advisors - Charlotte, NC
Investment sales

Skills

FINRA (NASD) Series 7, FINRA (NASD) Series 66, Life/Health Insurance License, LEAP Software,...
Full Profile

Carol Nelson Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Owner at Efficient Resumes
Title:
Resume Writing Services
Location:
Fort Mill, South Carolina
Industry:
Writing and Editing
Work history:
Efficient Resumes - Fort Mill, SCOwnersince Jan 2012Ameriprise Financial Services, Inc. - Fort Mill, South CarolinaBusiness DevelopmentSep 2010 - Feb 2012
Financial Advisor with the growth of our financial..
Full Profile

Peter Aiken Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Vice President • Territory Sales Manager • Region Manager • Chief Executive • Area Manager • Managers

Experience & Education

Work

Company:
Ubs financial services - Charlotte, NC
Financial advisor
Company:
Morgan stanley smith barney - Township of Warren, NJ
Regional retirement specialist
Full Profile

Beth Shook Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Talent Acquisition Advisor • Human Resources Specialist • Talent Agent • Recruitment • Master of Business Administration • Psychologist • Advisor • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Advisor Talent Acquisition at Edward Jones
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Edward Jones - Charlotte, North Carolina AreaFinancial Advisor Talent Acquisitionsince Mar 2012Wells Fargo - Ft Mill, SCSenior RecruiterJun 2009 - Mar 2012
Full Profile

Mark Kummer Rock Hill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Security • Team Member • Sales Team Member • Sales Person • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Rock Hill, South Carolina
Industry:
Investment Management
Work history:
Edward Jones Investments - Fort Mill SCFinancial Advisorsince Jun 2012Allstate Agency OwnerJul 2006 - Jun 2012
Skills:
JD Edwards
Full Profile

Maynard H Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Controller • Manager • Chief Executive • Operations Manager • Analysts

Experience & Education

Position:
Financial Consultant at Jabo Industries, LLC
Location:
Charlotte, North Carolina Area
Industry:
Accounting
Work history:
Jabo Industries, LLC - Atlanta, GeorgiaFinancial Consultantsince May 2012Robert Half Management Resources - Charlotte, North CarolinaAccount Executive2011 - 2012
Full Profile

Benjamin Crump Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Assistant Manager • Managers • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Analyst, Supply Chain Strategy and Planning at Ross Stores, Inc.
Title:
Supply Chain Strategy Analyst at Ross Stores, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Ross Stores, Inc. - Fort Mill, SCAnalyst, Supply Chain Strategy and Planningsince Apr 2013AXA Advisors - Charlotte, NCFinancial AdvisorJun 2012 - Mar 2013
Skills:
Financial Analysis, Financial Modeling, Banking, Finance, Cash Management, Strategic Financial...
Full Profile

Carol Mcdaniel Charlotte, NC

Professions & Specialties

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

Experience & Education

Position:
Contract Photographer at Fort Mill Photography
Location:
Charlotte, North Carolina Area
Industry:
Education Management
Work history:
Fort Mill Photography - Fort Mill, SCContract Photographersince Apr 2007Morgan Stanley Smith Barney - Charlotte, NCAssociate Financial AdvisorJan 2003 - Dec 2006
Full Profile

Anthony Gummo Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Event Manager • Event Planner • Relationship Counselor • Psychology Specialist • Customer Service

Experience & Education

Work

Company:
M3 studios/blue sky mobile media
Marketing event manager
Company:
Wells fargo/ wachovia, n.a
Financial relationship counselor (financial advisor)
Full Profile

Tenita Abraham Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Business Administrator • Advisor • Master of Business Administration • Bachelor of Science • IT Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
Ubs financial services
Financial advisor
Company:
Lpl financial - Charlotte, NC
Service 360 team member

Skills

Completed Compliance courses include AML, KYC, Anti-Bribery and Corruption, Cross-border business...
Full Profile

Keri West Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Physician • Health Services Manager • Business Administrator

Experience & Education

Work

Company:
Dignity health system - Phoenix, AZ
Revenue integrity financial consultant
Company:
Banner medical group - Phoenix, AZ
Director revenue cycle physician practice

Skills

Process improvement, Customer Service, Management, computer programs.
Full Profile

Scott Kerr Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Buyer and Seller • Training Manager • Managers • Bachelor of Arts

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Ultrablend
Regional sales manager, based in charlotte
Full Profile

Peyton Barker Fort Mill, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Operations Manager • Director of Operations

Experience & Education

Work

Company:
Kohl's corporation
Human resources/ operations manager
Company:
Northwestern mutual financial network - Columbia, SC
Financial advisor
Full Profile

James Watkins Fort Mill, SC

Professions & Specialties

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

Experience & Education

Work

Company:
Ubs financial services
Financial advisor/emerging affluent
Company:
Lpl financial - Charlotte, NC
Account manager
Full Profile

Jeffrey Crooks Fort Mill, SC

Professions & Specialties

Mortgage Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Work

Company:
Bank of america
Mortgage loan officer/assistant vp
Company:
Edward jones - Charlotte, NC
Financial advisor
Full Profile

Donna Poyner Matthews, NC

Professions & Specialties

Assistant Vice President • Chief Administrative Officer • Vice President • Chief Executive • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Sports Trainer • Sports Trainers • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Assistant Vice President at Wells Fargo Home Mortgage
Location:
Matthews, North Carolina
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Charlotte, North Carolina AreaAssistant Vice Presidentsince Sep 2012Wells Fargo Home Mortgage - Fort Mill, SCLoan Administration ManagerFeb 2012 - Oct 2012
Skills:
Financial Analysis, Credit, underwriter, Managerial Finance, Mortgage Banking, Mortgage Lending,...
Languages:
French
Financial Advisor at UBS Wealth Management
Full Profile

Deon Gray Charlotte, NC

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Sales Agent • Sales Person • Sales Representative • Advertising Professional • Advertising Sales Agent • Entertainment Professional • Entertainer • Counselor • Business Administrator • Advisor • Human Resources Specialist • Recruitment • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Marketing Manager • Operations Manager

Experience & Education

Position:
Licensed Insurance Sales Consultant at Red Ventures, Senior Sales Agent at Red Ventures
Title:
Senior Sales Agent at Red Ventures
Location:
Charlotte, North Carolina Area
Industry:
Marketing and Advertising
Work history:
Red Ventures Licensed Insurance Sales Consultantsince Jul 2013Red Ventures - Fort Mill, SCSenior Sales Agentsince Oct 2012
Skills:
Microsoft CRM, Archtics Ticketing System, Strategic Planning, Creative Strategy, Microsoft Office,...
Full Profile

William Rogers Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Deputy Manager • Chief Executive • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Analyst • Analysts

Experience & Education

Position:
Global Index Development Professional at Index Product Development
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Index Product Development - United StatesGlobal Index Development ProfessionalMergent, Inc. - Fort Mill, SCDirector, Global Index DevelopmentMar 2004 - Apr 2013
Skills:
Investment Strategies, Financial Analysis, Research, Product Development, Competitive Analysis,...
Financial Advisor Magazine
Full Profile

Frank Mingo Charlotte, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Analysts • Performer • Human Resources Specialist • Recruitment • Operations Manager

Experience & Education

Position:
Regional Private Banker at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo - 2890 Hwy 160 West, Fort Mill SC 29708Regional Private Bankersince Sep 2012Wells Fargo Advisors - Charlotte, North Carolina AreaClient Services RepresentativeNov 2011 - Sep 2012
Financial Advisor at HF Financial
Full Profile

Nathan Clark Fort Mill, SC

Professions & Specialties

Senior Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Financial Planning Analyst • Accounting Analyst • Financial Analyst • Bookkeeper • Accounting Bookkeeper • Master of Science • Bachelor of Science • Supervisor • Managers • School Administrator • Educational Manager

Experience & Education

Work

Company:
Axa equitable
Senior financial planning analyst
Company:
E*trade financial - Charlotte, NC
Senior broker - correspondence

Skills

FINRA Series, 24, 7, and 66. Experienced financial services industry professional, licensed...
Full Profile

Cheryl Hooks Fort Mill, SC

Professions & Specialties

Financial Consultant • Municipal Bond Trader • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive • Arbitrator • Referee • Judge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Work

Company:
Finra dispute resolution arbitrator
Part-time arbitrator
Company:
Adams moore llc
Vice president of annuity marketing
Full Profile

Domingo Rogs Fort Mill, SC

Professions & Specialties

Instructor • Pedagogue • Tutor • Interpreter • Translator • Language Specialist • Bilingual Communications Specialist • Linguist

Experience & Education

Work

Company:
Self-employed
Instructor, interpreter
Company:
York technical college - Rock Hill, SC
English and spanish instructor to employees of private organization

Skills

Organizing and Planning, Management, Quality Production.
Full Profile

Nathan Clark Fort Mill, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Owner • Chief Executive • Supervisor • Team Member • Managers • Master of Business Administration • Bachelor of Science • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Work

Company:
Leapforce inc
Search engine evaluator
Company:
Clark insurance solutions - Fort Mill, SC
Owner/producer

Skills

FINRA 24, 7, 66 / Life and Health (SC, NC, TX, TN, AL, CA), Advanced Excel, Word, PowerPoint,...
Full Profile

Paul Hamilton Fort Mill, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Project Manager • Business Analyst • Analyst • Analysts • School Principal • School Administrator • Educational Manager • Accounts Payable Manager • Accounts Payable Specialist • Accounts Payable • IT Analyst • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Time warner cable, inc
Sr. systems specialist/project manager, strategic projects
Company:
Bae systems, inc - Arlington, VA
Principal business analyst, operational performance & payroll
Full Profile

James Woods Fort Mill, SC

Professions & Specialties

Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Project Manager • Business Analyst • Analyst • Analysts • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Time warner cable, inc
Sr. systems specialist/project manager, strategic projects
Company:
Bae systems, inc - London
Principal business analyst, operational performance & payroll
Full Profile

Terry Peters Fort Mill, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Area Manager • Managers • Director • Region Manager • Project Managers • Operations Manager • Chief Executive • Agent • Sales Representative • Master of Science

Experience & Education

Work

Company:
Bb&t - Louisville, KY
Wealth management team director/svp
Company:
First horizon bank - McLean, VA
Regional director wealth management/svp
Full Profile

Larry Sgarlata Fort Mill, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Owner • Chief Executive • Representative • Operations Manager • Agent • Sales Representative • Bachelor of Science • Market Research Analyst

Experience & Education

Work

Company:
Evolta properties, llc - Cliffwood, NJ
Partner/owner
Company:
Allstate insurance company - Bethlehem, PA
Personal financial representative

Skills

Microsoft Office
Full Profile

Michael Willard Fort Mill, SC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • District Manager • Region Manager • Area Manager • Managers • Operations Manager

Experience & Education

Work

Company:
Veritas retirement
District manager
Company:
Wyndham capital mortgage - Charlotte, NC
Sr. mortgage banker
Full Profile

Alvin Davis Fort Mill, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Area Manager • Managers • Supervisor • Department Supervisor • Manager • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Goodyear tire & rubber company
Area manager
Company:
Area manager
Full Profile

David Morgan Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones - Greensboro/Winston-Salem, North Carolina AreaFinancial Advisorsince Mar 2013Edward Jones - Greater St. Louis AreaFinancial Advisor Career Development AssociateOct 2012 - Jul 2013
Skills:
Business Analysis, PowerPoint, Excel, Word, Microsoft Office, Problem Solving, Strategic Planning,...
Full Profile

Richard Aab Houston, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at UBS Wealth Management, Founder at Apparently Different Fitness
Title:
Founder at Apparently Different Fitness
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial AdvisorApparently Different Fitness - Fort Mill, SCFoundersince Jun 2011
Full Profile

Financial Consultants near Fort Mill, SC04228441,2661,6882,110CharlotteRock HillMatthewsWaxhawGastoniaMount HollyYorkPinevilleLowellCramerton


Financial Consultants around Fort Mill, SC

Charlotte  (2,108)
Cramerton  (1)
Gastonia  (13)
Lowell  (1)
Matthews  (20)
Mount Holly  (4)
Pineville  (2)
Rock Hill  (31)
Waxhaw  (14)
York  (3)

Financial Consultants in South Carolina

Sub-specializations

Financial Consultant  (32)
Financial Management Analyst  (3)
Funder  (2)