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Financial Consultants in Florida

Financial Consultants in Maitland, FL

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30 results found

Richard Rilveria Maitland, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Finance and Accounting Specialist • Bookkeeper • Underwriter • Advisor • Manager in Training • Managers • Supervisors • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager • Automotive Professional • Entertainer

Experience & Education

Position:
Licensed Financial Agent at New York Life
Title:
Licensed Financial Advisor at New York Life
Location:
Maitland, Florida
Industry:
Financial Services
Work history:
New York Life - Maitland, FLLicensed Financial Agentsince Aug 2012DriveTime - Orlando, FloridaUnderwriter & Sales AdvisorSep 2011 - Aug 2012
Certifications:
FINRA Series 2-15, Florida Department of Financial Services
FINRA Series 6 - pending, Florida Department of Financial Services
Full Profile

Angelina Rico Orlando, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Payables Coordinator • Finance and Accounting Specialist • Accounts Payable Manager • Accounts Payable Specialist • Accounts Payable • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Automotive Specialist • Automotive Professional • Administrative Clerk • Clerical Specialist • IT Specialist

Experience & Education

Position:
Accounts Payable Coordinator at The Nassal Company, Financial Advisor at Chi Omega Fraternity Psi...
Title:
Accounts Payable Coordinator at The Nassal Company
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
The Nassal Company Accounts Payable Coordinatorsince Mar 2013Chi Omega Fraternity Psi Mu Chapter - Orlando, Florida AreaFinancial Advisorsince Jan 2012
Skills:
Finance, PowerPoint, Microsoft Excel, Event Planning, Fundraising, Accounting, Microsoft Office,...
Full Profile

Joe Stempek Orlando, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Psychologist • Psychology Specialist • Managers • Corporate Executive • Chief Executive • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment

Experience & Education

Position:
Marketing Consultant/Game Development Consultant at Media Hardcore
Title:
Seeking new opportunities for growth!
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Media Hardcore - Orlando, Florida AreaMarketing Consultant/Game Development Consultantsince Mar 2013University of Phoenix - Maitland, FLFinancial AdvisorDec 2002 - Jan 2013
Full Profile

Vidith Girard Orlando, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Student Worker • Counselor • Team Member • Advisor • Estimator • Financial Analyst • Team Leader • Sales Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Underwriter • Data Scientist • Sales Executive

Experience & Education

Position:
Wealth Management Intern at International Assets Advisory
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
International Assets Advisory - 300 South Orange Avenue Suite 1100 Orlando, Florida 32801Wealth Management Internsince Dec 2012Dean's Office for the College of Business at University of Central Florida - Orlando, FloridaAdministrative/ Student AssistantJul 2012 - May 2013
Skills:
Customer Service, Communication, Community Outreach, Self-motivated Individual, Self-motivated Team ...
Administered financial advisor's telephone calls
Full Profile

Steven Woods Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Elite Financial Parners, Financial Professional at Elite Financial Partners
Title:
Financial Consultant at Elite Financial Parners
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Elite Financial Parners - 630 S. Maitland Ave. Suite 210, Maitland, FL 32751Financial Consultantsince Jul 2013Elite Financial Partners - 630 S. Maitland Ave. Suite 210, Maitland Fl. 32751Financial Professionalsince Aug 2007
Certifications:
LUTCF
Full Profile

Alex Brown Maitland, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Florida hospital altamonte infusion center
Senior patient financial counselor
Company:
Florida hospital waterman
Senior patient access representative
Full Profile

Matt Marcus Longwood, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • School Principal • School Administrator • Educational Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor at Principal Financial Group
Title:
Financial Advisor
Location:
Longwood, Florida
Industry:
Financial Services
Work history:
Principal Financial Group - Maitland, FLRegistered Investment Advisorsince Aug 2012Independent Advisor - Longwood, FLFinancial AdvisorFeb 2010 - Jul 2012
Languages:
Portuguese, Spanish
Full Profile

Blade Zych Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Mortgage Underwriter Trainee at Digital Risk
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Digital Risk - Maitland, FLMortgage Underwriter Traineesince Jul 2013Evershore Financial Group - Orlando, Florida AreaFinancial AdvisorJun 2011 - Jun 2013
Skills:
Life Insurance, Group Benefit Plans, Disability Insurance, Personal Financial Planning, Fixed...
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Teer Butler Maitland, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Community westview hospital - Indianapolis, IN
Financial counselor
Company:
Wishard memorial hospital - Indianapolis, IN
Financial counselor
Full Profile

Gene O'baker Orlando, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at O'Baker & Company
Title:
Owner, O'Baker & Company
Location:
Orlando, Florida Area
Industry:
Accounting
Work history:
O'Baker & Company - Maitland, FLOwnersince 1988Central Florida Veterans Memorial Park Foundation Treasure2009 - 2013
Accountant & Financial Advisor
Full Profile

Linden Gould Maitland, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Baystate Financial Services
Title:
Financial Representative at Baystate Financial Services and Financial Advisor
Location:
Maitland, Florida
Industry:
Financial Services
Work history:
Baystate Financial Services - Orlando, Florida AreaFinancial Representativesince Jun 2012
Full Profile

Rick Gray Maitland, FL

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at Financial Services
Title:
Financial Specialist
Location:
Maitland, Florida
Industry:
Financial Services
Work history:
Financial Services - Maitland, FlFinancial Consultantsince May 2011Advocare Advisor2010 - 2012
Skills:
Small Business, Insurance, Mortgage Lending
Full Profile

Garth Lurvey Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at SunTrust Bank
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
SunTrust Bank - Orlando, Florida AreaFinancial Advisorsince Feb 2006UBS Financial AdvisorMar 2005 - Feb 2006
Full Profile

Samantha Sweeney Maitland, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Accounts Receivable • Office Clerk • Clerical Specialist • Accounts Receivables Specialist • Bachelor of Science • Jurist • Legal Counsel

Experience & Education

Work

Company:
Integrated physician systems
Revenue cycle representative
Company:
Physician associates - Altamonte Springs, FL
Financial counselor/accounts receivable

Skills

Rockwell Arena
Full Profile

Charles Meltz Maitland, FL

Professions & Specialties

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

Experience & Education

Office:
Grower, Ketcham, Rutherford, Bronson, Eide & Telan, P.A.
901 N. Lake Destiny Road, Suite 450, Maitland, FL 32751
Mailing Address:
P.O. Box 538065, Orlando, FL, 32853-8065
Phone:
(407) 423-9545 (Phone)
Specialties:
Medical Malpractice Defense, Accountants Malpractice Defense
ISLN:
910028101
Admitted:
1993, Florida and U.S. District Court, Middle, Southern and Northern Districts of Florida
Biography:
Moot Court; Williams Inns of Court. Assistant State Attorney, 18th Judicial Circuit, 1993-1996.
Financial Advisor/Investment Advisor Defense
Full Profile

Russell Hagner Maitland, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Leader • Managers • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Assistant Manager • Reality Show • Chief Executive

Experience & Education

Position:
Senior Financial Representative and Princor Registered Representative at Principal Financial Group
Title:
LUTCF, Princor Registered Representative, Senior Financial Representative
Location:
Maitland, Florida
Industry:
Financial Services
Work history:
Principal Financial Group - 1060 Maitland Center Commons, Suite 180, Maitland, FL 32751Senior Financial Representative and Princor Registered Representativesince Apr 2012MetLife of North Central Florida - Orlando, Florida AreaFinancial Services and Registered RepresentativeSep 2010 - Mar 2012
Skills:
Financial Needs Analysis, Informal Business Valuation, Business Continuation Strategies, Survivor...
Certifications:
Life Underwriter Training Council Fellow (LUTCF), The American College and the National Association of Insurance and Financial Advisors (NAIFA)
Financial Advisor Digital and Social Media Strateg..
Full Profile

Gregory Caine Winter Garden, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Marketing Manager • Assistant Vice President • Chief Revenue Officer • Vice President • Chief Executive • Programmer • Computer Programmer • Database Developer • PHP Developer • Computer Software Professional • Information Technology Specialist • Database Administration Professional • Database Administrator • Software Developers • Software Developer • IT Specialist • Telemarketing Manager • Marketing Administrator • Marketing Professional • Telemarketing Specialist • Telemarketer • Advertising Sales Agent • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Supporting Member • Team Member • High School Diploma

Experience & Education

Position:
Manager, Sales Operations at Harland Financial Solutions
Location:
Winter Garden, Florida
Industry:
Financial Services
Work history:
Harland Financial Solutions - Orlando, Florida AreaManager, Sales Operationssince Feb 2013DiCom Software - Maitland, FLAccount ExecutiveJan 2012 - Feb 2013
Skills:
Risk Management, Investments, Wealth Management, Strategic Financial Planning, Series 7,...
Financial Advisor at Raymond James & Associates
Full Profile

Dave Gentry Orlando, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Public Relations Professinal

Experience & Education

Position:
CEO & President at RedChip Companies
Title:
President at RedChip Companies
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
RedChip Companies - Maitland, FLCEO & Presidentsince 2001
Skills:
Investor Relations, Mergers, Entrepreneurship, Investments, Start-ups, Equities, Executive...
Financial Advisor and Stock Broker Group
Full Profile

Charles Houston Maitland, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Wyndham - Orlando, FL
Accounts and control administration
Company:
Cna commercial insurance - Maitland, FL
Manager
Full Profile

Ben Pasquine Orlando, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager • Customer Service • Client Service Officer • Real Estate Manager

Experience & Education

Position:
Branch Coordinator at Christensen Financial
Title:
Branch Coordinator
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Christensen Financial - Maitland, FLBranch Coordinatorsince Aug 2012Producers Inc - Lake Mary, FLDepartment Manager (Customer Service)May 2011 - Aug 2012
Skills:
Mortgage Banking, Mortgage Lending, Residential Mortgages, FHA, Loan Origination, VA loans, Loans,...
Senior Financial Consultant at First Platinum Financial
Full Profile

Samantha Sweeney Orlando, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Family Practitioner • General Practitioner

Experience & Education

Position:
Business Analyst at Start up
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Start up - Maitland, FLBusiness Analystsince Aug 2013Integrated Physician Systems - Lake Mary, FLRevenue CycleMar 2011 - Aug 2013
Financial Counselor at Florida Physicians Medical..
Full Profile

David Lord Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Relationship Specialist at Charles Schwab
Title:
Relationship Specialist at Charles Schwab & Co.
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Charles Schwab - Maitland, FLRelationship Specialistsince Apr 2013Wells Fargo Personal BankerFeb 2012 - Apr 2013
Skills:
Banking, Investments, Financial Analysis
Languages:
English, Spanish, French
Certifications:
Series 6 FINRA Licence
215 Variable Life and Health License
Financial Advisor Resource Group
Full Profile

Nichola Freeman Maitland, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Team Member • Business Administrator • Posting Clerk • Biller • Customer Service • Operations Manager

Experience & Education

Work

Company:
Charles schwab
Operational services new accounts associate
Company:
Hf management services llc - Lake Mary, FL
Provider services representative (www.healthfirstny.org)
Full Profile

William Clark Maitland, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Independent Contractor • Contractor • Project Managers • Independent Business Owners • Analysts • High School Diploma

Experience & Education

Work

Company:
Signature events
Project manager
Company:
Sales
Self employed
Full Profile

Tim Notestine Maitland, FL

Professions & Specialties

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

Experience & Education

Work

Company:
World travel holdings - Wilmington, MA
Professional sales representative
Company:
Hilton grand vacations - Orlando, FL
Vacation sales
Full Profile

Dominique Kelly Maitland, FL

Professions & Specialties

Human Resources Specialist • Recruitment • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Aon hewitt - Orlando, FL
Hr/defined benefit specialist
Company:
Bellsouth/at&t - Orlando, FL
Sales associate
Full Profile

David Bernauer Northbrook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Security • Director • Operations Manager • Computer Network Professional • Network Administrator • Chief Executive • Software Developer • Software Developers • Computer Scientists • IT Specialist

Experience & Education

Position:
Financial Advisor at Wanye Messmer & Associates
Location:
Northbrook, Illinois
Industry:
Financial Services
Work history:
Wanye Messmer & Associates - Northbrook, ILFinancial Advisorsince Jan 2013Higher Standard Wealth Management - Maitland, FLFinancial AdvisorJun 2009 - Jan 2013
Skills:
Investments, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds,...
Full Profile

Roselyn Braxton Hampton, VA

Professions & Specialties

Financial Consultant • Credit Counselor • Financial Services Professional • Financial Services Sales Agent • Professor • Program Director • Operations Manager • Recruitment • Guide • Business Administrator • Tour Guide • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Graphic Design Specialist • Graphic Designer • Psychologist • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
College Professor at Bryant & Stratton College
Title:
Healthcare Professor
Location:
Hampton, Virginia
Industry:
Higher Education
Work history:
Bryant & Stratton College College Professorsince May 2011Rasmussen College - Maitland, FLProgram ManagerJan 2010 - Mar 2011
Financial Counselor at InCharge Institute
Full Profile

Peter Becci West Palm Beach, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Marketing Manager • Information Technology Specialist • IT Specialist • SEO Specialist • Web Marketer • Vice President • Technology Manager • Technical Managers • Computer Technician • IT Manager • Computers Specialist • Computer Specialist • Advertising Professional • Advertising Sales Agent • Coordinator • Technical Specialist • Technical Support Specialists • Managers • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Shopaholic Mommy Inc, President at Inbound Effect Inc
Title:
Owner of Inbound Effect Inc.
Location:
West Palm Beach, Florida Area
Industry:
Information Technology and Services
Work history:
Shopaholic Mommy Inc Ownersince Oct 2009Inbound Effect Inc - West Palm Beach, Florida AreaPresidentsince Jun 2008
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Alex Blasenheim Miami, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Owner • Partner • Chief Executive • Computer Software Professional • Software Developers • Analyst • Security • Business Analyst • Business Consultant • Analysts • Information Technology Director • Community Service Manager • IT Manager • Programmer • Computer Programmer • Database Administration Professional • Information Technology Specialist • Database Administrator • IT Specialist • Practice Manager • Health Services Manager • Pianist • Music Artist • Musicians • Bachelor of Business Administration • Government Administration Professional • Independent Business Owners • Entertainer

Experience & Education

Position:
Subcontractor at Bear Island Paper under C&A Technology LLC, Subcontractor at Apache Mills...
Title:
JDE Financial-Functional and Technical Consultant (E1 and World)
Location:
Miami/Fort Lauderdale Area
Industry:
Computer Software
Work history:
Bear Island Paper under C&A Technology LLC Subcontractorsince 2012Apache Mills under brij Consulting Subcontractorsince 2012
Skills:
Writing backwards, Composing Music, Ambidextrous, JD Edwards, Sarbanes-Oxley Act, Financials, ERP,...
Languages:
Spanish
JDE Financial Consultant
Full Profile

Financial Consultants near Maitland, FL02845688521,1361,420OrlandoLake MaryWinter ParkAltamonte SpringsSanfordCasselberryApopkaLongwoodOviedoWindermere


Financial Consultants around Maitland, FL

Apopka  (26)
Casselberry  (34)
Lake Mary  (57)
Longwood  (24)
Ocoee  (11)
Orlando  (1,417)
Oviedo  (20)
Sanford  (42)
Windermere  (18)
Winter Garden  (16)
Winter Park  (54)

Financial Consultants in Florida

Sub-specializations

Financial Adviser  (2)
Financial Consultant  (30)