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Financial Consultants in Florida

Financial Consultants in Jacksonville, FL

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250 results found

Kellee Carnes Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Advisor • Analysts • Vice President • Chief Executive • Information Technology Specialist • Business Systems Analyst • IT Specialist • IT Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers • Inspector • Produce Manager • Project Managers • Operations Manager • Senior Manager • Production Manager • Software Tester • Network Systems Administrator • Computer Network Professional • Network Administrator • Computer Specialist • State Inspector General • State Inspector • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
IT Business Technology Integration Consultant, VP, Credit Monitoring Initiatives, Global Technology ...
Location:
Jacksonville, Florida Area
Industry:
Information Technology and Services
Work history:
Bank of America IT Business Technology Integration Consultant, VP, Credit Monitoring Initiatives, Global Technologysince Dec 2009Merrill Lynch IT Business Systems Analyst/Database Analyst, MLCC Technology PMO, Global Wealth Mgmt TechnologyAug 2009 - Nov 2009
Skills:
CERTIFICATIONS: Project Management Institutes (PMI), Project Management Professional (PMP)...
Financial Advisor Compensation
Full Profile

Valerie Adams Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Project Analyst • Analyst • Supporting Member • Analysts • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Front Office Receptionist • Operations Manager • Lawyers • Government Administration Officer • Civil Servant

Experience & Education

Position:
Project Analyst, Product Development, Global Technology and Operations at Merrill Lynch
Title:
Business Analyst at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Project Analyst, Product Development, Global Technology and Operationssince May 2010Merrill Lynch Senior Operations Analyst, Global Technology and OperationsFeb 2009 - May 2010
Skills:
Business Analysis, Product Development, Project Planning, Project Implementation, Project...
..service inquiries from the top 25 Financial Advisor teams in Managed Products suppor..
Full Profile

Jeffrey Heeder Jacksonville, FL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Teller • Financial Services Sales Agent • Master of Business Administration • Sports Trainer • Sports Trainers • Program Director • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Game Coach • Chief Executive • Managers • Non-Profit • Recreation Worker • Department Store Salesperson • Retail Professional • Retail Salesperson • Lawyers

Experience & Education

Position:
Personal Banker at SunTrust Bank
Title:
MBA - Project Management - Personal Banker - Hospitality - Coach - Program/Activites Director
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
SunTrust Bank - Amelia Island, FLPersonal Bankersince Mar 2013SunTrust Bank - Savannah, GAIn-Store Financial Services RepresentativeApr 2011 - Mar 2013
Certifications:
National Notary Association, Notary Public
but are not limited to: Financial Advisor
Full Profile

Bill Saculla Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chairperson • Board Member • Financial Officer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Counselor • Region Manager • Area Manager • Food Preparer • Food Preparation Worker

Experience & Education

Position:
President at Alpha Growth Strategies
Title:
Restaurant CFO Services, Franchise Development, Franchise Sales, Operations & Training,Turnaround Management
Location:
Jacksonville, Florida Area
Industry:
Restaurants
Work history:
Alpha Growth Strategies - Jacksonville, Florida AreaPresidentsince Mar 2001Arthur Treacher's Inc. CFO, PresidentSep 1983 - Feb 2001
Skills:
Restaurant CFO, Growth Strategies for Restaurants, Lease negotiations, Franchising, Mergers, Due...
Full Profile

Jonda Lowe Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Regional Vice President • Corporate Executive • Chief Executive • Vice President • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Mathematician

Experience & Education

Position:
CEO/President at Vanguard Financial Strategies, Inc, Regional Vice President at Gulf States Marketing
Title:
CEO/President of Vanguard Financial Strategies, Inc. Trusted Advisor to Married, Divorced, Widowed and Single Women.
Location:
Jacksonville, Florida
Industry:
Financial Services
Work history:
Vanguard Financial Strategies, Inc - Jacksonville, FLCEO/Presidentsince Jul 2010Gulf States Marketing - Jacksonville, Florida AreaRegional Vice Presidentsince Jul 2011
Certifications:
LIFE INCL VAR ANNUITY & HEALTH (0215)
Series 7, General Securities Examination
Full Profile

Deborah Chatham Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Title:
Data and Financial Consultant at Blue Cross and Blue Shield of FL
Location:
Jacksonville, Florida Area
Industry:
Health, Wellness and Fitness
Full Profile

Eric Rust Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisorsince Sep 2005Embassy of Paraguay Assistant to Ambassador2002 - 2003
Skills:
Portfolio management, Retirement Planning, Estate Planning
Full Profile

Earlene Paschall Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Sales Agent • Publisher • Construction • Publishing Professional • Builder • Construction Specialist • Construction Laborer

Experience & Education

Position:
Realtor at Hover Girl Properties
Title:
Realtor and Sales Professsional, Hover Girl Properties
Location:
Jacksonville, Florida Area
Industry:
Real Estate
Work history:
Hover Girl Properties Realtorsince Feb 2010JDB Homes Sales RepresentativeMay 2008 - Dec 2009
Assisted financial advisor with planning and managing event..
Full Profile

Ackerline Smith Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Managers • Team Member • Analysts • Sales Representative

Experience & Education

Title:
Senior Financial Analyst at Mayo Clinic Florida
Location:
Jacksonville, Florida Area
Industry:
Hospital & Health Care
Work history:
Mayo Clinic Jacksonville Unit Manager/ Financial AnalystMar 2004 - Apr 2013AXA ADVISORS, LLC Financial ConsultantAug 2002 - Mar 2004
Skills:
Financial Analysis, Healthcare, Process Improvement, Variance Analysis, Financial Reporting, Data...
Languages:
French
Full Profile

Drew Worsham Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Owner • Chief Executive • Computer Network Professional • Systems Support Specialist • Support Specialists • Client Service Officer • Master of Science • Associate in Applied Science • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Financial Counselor at TBS Medical Billing
Title:
FSR with F2Onsite/WWTS/Dell
Location:
Jacksonville, Florida Area
Industry:
Information Technology and Services
Work history:
TBS Medical Billing Financial Counselorsince Jan 2002Worsham Consulting Owner2009 - 2013
Full Profile

John D'aquila Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Accounting Professional • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Managing Partner • Financial Director • Chief Executive Officer • Founder • Partner • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Founding Member • Advisor

Experience & Education

Position:
Managing Partner, CPA at D'Aquila and Company, LLP
Title:
Independent Accounting Professional
Location:
Jacksonville, Florida Area
Industry:
Accounting
Work history:
D'Aquila and Company, LLP Managing Partner, CPAsince Jan 2006SelectWinesLLC.com CEO FounderJan 1999 - May 2005
Skills:
Accounting, Tax, CFOs, Income Tax, Business Planning, Private Placements
Full Profile

William Muirhead Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Sales Agent • School Administrator • Educational Manager • Operations Manager

Experience & Education

Work

Company:
Merrill edge bank of america - Jacksonville, FL
Phone based financial advisor
Company:
Wsm-wealth mangement, john hancock-multifiancial - Addison, TX
Independent registered representative
Full Profile

Jeff Batts Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Fidelity investments
Financial consultant
Company:
Wachovia bank - Jacksonville, FL
Licensed financial specialist

Skills

Series 6,7,63, 66, 2-15
Full Profile

Carsten Henningsen Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Management Analyst • Analysts • Board Member • Management Team Executive • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher • Chief Executive • Recruitment

Experience & Education

Position:
Board Member / Financial Advisor at The Art Center, Inc., Adjunct Professor at Southern Illinois...
Title:
Management Consulting Professional - Lean/Sigma Black Belt
Location:
Jacksonville, Florida Area
Industry:
Management Consulting
Work history:
The Art Center, Inc. Board Member / Financial Advisorsince 2009Southern Illinois University Carbondale Adjunct Professorsince Jun 2001
Full Profile

Dean Groff Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Supporting Member • Team Member • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Wealth management admin
Company:
Cuna mutual group - Jacksonville, FL
Financial advisor
Full Profile

John Mitsis Jacksonville, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Master of Science

Experience & Education

Position:
Chartered Retirement Planning Specialist / Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Chartered Retirement Planning Specialist / Financial Advisorsince Mar 2009Citi Smith Barney Guided Portfolio Manager, Financial AdvisorDec 2005 - Mar 2009
Skills:
Financial Planning, Asset Management, Retirement Planning, 401k, Wealth Management, Asset...
Full Profile

Darnell Jones Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Claim Processor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Cable Installer • Cable Maintenance Technician • Technicians

Experience & Education

Work

Company:
Dskk inc
Company:
Shands jacksonville - Jacksonville, FL
Registrar / admissions financial counselor
Full Profile

Jennifer Porter Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Work

Company:
Bank of america, merrill lynch - Jacksonville, FL
Retirement education advisor
Company:
Bank of america, merrill lynch - Jacksonville, FL
Financial advisor
Full Profile

Christopher Troiani Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Title:
Financial Advisor / FInancial Planning Specialist at Morgan Stanley Smith Barney
Location:
Jacksonville, Florida Area
Industry:
Banking
Full Profile

Josh Kuhbander Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Sales Executive • Sales Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch - Jacksonville, Florida AreaFinancial Advisorsince 2011Fidelity Investments Financial Advisor2008 - 2011
Skills:
Investments, Retirement, Estate Planning, Finance, Retirement Planning, Wealth Management,...
Full Profile

Arch Jenkins Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
FINANCIAL ADVISOR at MERRILL LYNCH
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Work history:
MERRILL LYNCH FINANCIAL ADVISOR
Full Profile

Jason Fuqua Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Master of Business Administration • Bachelor of Science • Business Administrator • Managers • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Work

Company:
Merrill lynch / bank of america
Financial advisor
Company:
Wells fargo advisors - New Orleans, LA
Financial advisor
Full Profile

Evelyn Colon Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Chief Operating Officer • Director • General and Operations Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Philanthrope • Non-Profit

Experience & Education

Position:
Chief Operating Officer at Alice Consulting Services, Director of Strategic Funding at Smith Group...
Title:
Operations Manager UF & Shands Department of Neurosciences
Location:
Jacksonville, Florida Area
Industry:
Hospital & Health Care
Work history:
Alice Consulting Services Chief Operating OfficerSmith Group Financial Director of Strategic Fundingsince Mar 2010
> SGF is a NFLPA Register Player Financial Advisor
Full Profile

John Pomroy Jacksonville, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Financial Representative at New England Financial/Florida Pension Group
Title:
Financial Advisor, Financial Representative at New England Financial
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
New England Financial/Florida Pension Group Financial Advisor, Financial Representativesince Nov 2008Omni Financial Services Financial AdvisorJun 2008 - Oct 2008
Full Profile

Linda Corbett Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at UBS
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Work history:
UBS Financial advisor
Full Profile

Candace Ganter Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Chief Administrative Officer • Chief Executive • Sales Agent • Leasing Professional • Property Manager • Real Estate Manager • Mathematician

Experience & Education

Position:
Senior Registered Phone Representative at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Registered Phone RepresentativeVALIC Sales Assistant2008 - 2010
Skills:
Equity, 401(k)
..administrative support to a Senior Financial Advisor
Full Profile

Chynequa King Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Customer Service

Experience & Education

Work

Company:
Family foundations
Financial counselor
Company:
Family foundations
Senior resource advisor
Full Profile

Milton Nuckols Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Full Profile

Winston Horton Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Customer Service • Client Service Officer • Marketing Manager • Operations Manager • Business Administrator • Graphic Designer

Experience & Education

Position:
Vice President at C&H Printing, Inc.
Location:
Jacksonville, Florida Area
Industry:
Printing
Work history:
C&H Printing, Inc. Vice Presidentsince Jun 1997Barnett Investments Financial ConsultantJan 1994 - Jun 1997
Skills:
Packaging, Pre-press, Brochures, Direct Mail, Advertising, Graphic Design, Marketing...
Full Profile

Dennis Rosa Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Vice President, Financial Advisorsince Jan 2009Merrill Lynch Vice President, Financial AdvisorJan 1997 - Jan 2009
Skills:
Estate Planning, Wealth Management, Asset Management, Investments, Financial Advisory, Retirement...
Full Profile

Terry Pasket Jacksonville, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jul 2008Wachovia Securities Financial Advisor2006 - 2008
Skills:
Series 7, Fixed Annuities, Series 63, Strategic Financial Planning, Investments, Wealth Management, ...
Full Profile

Tyson Eavenson Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Leader • Contractor • Managers • Tax Accountant • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Certified Auditor • Financial Compliance Examiner • Auditor • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Consultant at Self Employed
Location:
Jacksonville, Florida Area
Industry:
Management Consulting
Work history:
Self Employed Financial Consultantsince Nov 2009The LBA Group Senior Tax AccountantSep 2008 - Nov 2009
Skills:
financial modeling, financial statement forecasting, cost accounting, all general ledger accounting ...
Full Profile

Anthony Wentzell Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Steve Nicklas Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Managers • Team Member • Bachelor of Arts • Master of Science • Reporter

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial
Title:
Financial Advisor, Vice President
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor, Vice Presidentsince Mar 2012UBS Financial Services First Vice President-InvestmentsMay 2008 - Mar 2012
Full Profile

Owen Fesperman Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Sales Manager • Sales Director • Human Resources Specialist • Recruitment • Bachelor of Science • Regional Sales Consultant • Sales Representative

Experience & Education

Work

Company:
Florida financial group
Financial advisor
Company:
Fidelity investments - Jacksonville, FL
Financial services professional
Full Profile

Erica Jones Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Team Member

Experience & Education

Work

Company:
Nemours children's clinic
Hmo specialist ii
Company:
Monitor
Refer patients to financial counselor as appropriate
Full Profile

Tony Wentzell Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Full Profile

Mike Millam Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Office Assistant • Advisor • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President - Branch Office Manager/Financial Advisor at Millam Insurance & Retirement Services,...
Title:
Financial Advisor at Millam Insurance & Retirement Services, Inc.
Location:
Jacksonville, Florida Area
Industry:
Insurance
Work history:
Millam Insurance & Retirement Services, Inc. - 1514 Roberts Drive, Jacksonville Beach, FL 32250President - Branch Office Manager/Financial Advisorsince Jan 2001Millam Insurance & Retirement Services, Inc. Ownersince Jul 2000
Full Profile

Julie Stanton Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Baler Services of Florida, Inc.
Location:
Jacksonville, Florida Area
Industry:
Executive Office
Work history:
Baler Services of Florida, Inc. Financial Consultant
Full Profile

Jane Kilby Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at VyStar Credit Union
Location:
Jacksonville, Florida Area
Industry:
Banking
Full Profile

Brian Lay Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Area Manager • Managers • District Manager • Team Leader • Project Managers • Region Manager • Operations Manager • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Juris Doctor • Automotive Specialist • Automotive Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Financial Advisor at Merrill Edge Advisory Center
Title:
Financial Consultant
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Apr 2011Merrill Edge Advisory Center Financial Advisorsince Apr 2011
Skills:
Investments, Real Estate, Mortgage Lending, Investment Properties, Asset Managment, First Time Home ...
Full Profile

Ken Pipkin Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Canopy Asset Management
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Full Profile

John Hudson Jacksonville, FL

Professions & Specialties

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

Experience & Education

Position:
Director at MAI Wealth Advisors, LLC
Title:
Director, MAI Wealth Advisors, LLC
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
MAI Wealth Advisors, LLC Directorsince Feb 2013Raymond James Financial AdvisorJan 2009 - Jan 2013
Full Profile

Kenny Pipkin Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Canopy Asset Management
Location:
Jacksonville, Florida Area
Industry:
Investment Management
Full Profile

Josh Green Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Region Manager • Representative • Advisor • Area Manager • Managers • Agent • Sales Agent • Sales Representative • Certified Nurse Practitioner • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Director at Lincoln Financial Group
Title:
Regional Director
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Lincoln Financial Group Regional Directorsince Sep 2006VALIC Financial AdvisorFeb 2001 - Sep 2006
Full Profile

Jason Patz Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Independent Contractor • Contractor • Psychologist • Graphic Design Specialist • Graphic Designer • Independent Business Owners • Psychology Specialist • Project Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk

Experience & Education

Position:
Self Employed at Personal Financial Advisor, Self Employed at Freelance Design
Title:
Self Employed at Personal Financial Advisor
Location:
Jacksonville, Florida Area
Industry:
Design
Work history:
Personal Financial Advisor Self Employedsince Jan 2006Freelance Design Self Employedsince Aug 2003
Full Profile

Andy Musil Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at C. Andrew Musil, Financial Consultant
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
C. Andrew Musil, Financial Consultant Ownersince May 2001Landstar Website National Sales and Operations ManagementJan 1994 - Apr 2001
Skills:
Skipping the jargon and helping you for real
Full Profile

James Kirschner Jacksonville, FL

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 4601 Touchton Rd E Ste 3120 Jacksonville, Florida 32246Financial Advisorsince Dec 2010Great Western Bank Vice PresidentMar 1989 - Jun 1990
Full Profile

Greg Moore Jacksonville, FL

Professions & Specialties

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

Experience & Education

Position:
AVP, P&L and Risk at Deutsche Bank
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Deutsche Bank AVP, P&L and Risksince Sep 2008Beacon Investment Solutions Financial AdvisorSep 2007 - Sep 2008
Full Profile

Rene Hernandez Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Investor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Nurse • Nurse Practitioner

Experience & Education

Title:
I need a job. Prime brokerage client services, wealth management.
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
Deutsche Bank Securities - Jacksonville, Florida AreaSenior Operations AnalystJul 2011 - Feb 2013Merrill lynch - Jacksonville, Florida AreaFinancial AdvisorAug 2008 - Oct 2010
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile


Financial Consultants near Jacksonville, FL0918273645Saint AugustinePonte VedraOrange ParkMiddleburgKeystone HeightsGreen Cove SpringsMacclennyYuleeDoctors InletLawtey