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Financial Consultants in Palm City, FL

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11 results found

Carl Newton Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorChief ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Seacoast Wealth Management
Title:
Wealth Advisor at Seacoast Wealth Management
Location:
Palm City, Florida
Industry:
Investment Banking
Work history:
Seacoast Wealth Management - Martin CountyFinancial Advisorsince Jul 2011Edward Jones Financial AdvisorJan 2008 - Jul 2011

Shari Lascell Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Manager

Experience & Education

Work

Company:
Aetna consumer fund services - Hartford, CT
Senior operational financial consultant
Company:
Aetna life administration - Hartford, CT
Team leader- national account unit

Skills

Customer Service, Auditing, Mentoring, Account Management, Financial Administration, Supervisory...

Ryan Mccomas Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerCustomer ServiceAdvertising ProfessionalAdvertising Sales AgentStudent WorkerOperations Manager

Experience & Education

Position:
Account Representative at STS Component Solutions
Location:
Palm City, Florida
Industry:
Airlines/Aviation
Work history:
STS Component Solutions Account Representativesince Aug 2012Newport Coast Securities - West Palm Beach, Florida AreaFinancial AdvisorJan 2011 - May 2012

John Grant Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalVice PresidentChief ExecutiveCourierClerical Specialist

Experience & Education

Work

Company:
Ameriprise financial - Palm Beach Gardens, FL
Financial advisor
Company:
Financial institution - Stuart, FL
Vice president

Skills

licensed finra series 4,7,9,10,63,65 and florida life health and variable annuity

Ian Schweid Palm City, FL

Professions & Specialties

Senior Vice PresidentBusiness Development ManagerVice PresidentDirectorChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Seacoast national bank
Senior vice president - line of business executive for treasury management
Company:
City national bank of florida - Miami, FL
First vice president - director treasury management division

Gregg Murray Palm City, FL

Professions & Specialties

Administrative AssociateCoordinatorAdministrative ClerkClerical SpecialistManagers

Experience & Education

Work

Company:
Ubm global trade - Newark, NJ
Administrative assistant
Company:
Home depot - Hazlet, NJ
Facilities coordinator

Mike England Palm City, FL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeRepresentativeCertified Nurse AideNurseNurse PractitionerAccounting BookkeeperFinance and Accounting SpecialistBookkeeperTreasurerFinancial OfficerFinancial ManagerAnalystsChief ExecutiveMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Financial Services Professional at NYLIFE Securities LLC
Location:
Palm City, Florida
Industry:
Financial Services
Work history:
NYLIFE Securities LLC Financial Services Professionalsince Jan 2013Non Profit Foundation Foundation Treasurer2011 - Jan 2013
Certifications:
Certified Retirement Planning Specialist, College of Financial Planning
Series 7, 63, 66 and 26 Securities Licenses, FINRA
Financial Consultant at Merrill Lynch

Lois Brown Palm City, FL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOwnerOperations ManagerChief ExecutiveConstructionCertified Nurse AideNurseNurse PractitionerAdvertising ProfessionalAdvertising Sales AgentProject ManagersProject ManagerContractorMarket AnalystMarket Research AnalystProperty ManagerReal Estate ManagerEntertainment ProfessionalEntertainerMaster of Business AdministrationBachelor of ScienceConstruction SpecialistConstruction LaborerIndependent Business Owners

Experience & Education

Position:
Business Development Manager at Construction Journal
Title:
Business Development Manager
Location:
Palm City, Florida
Industry:
Marketing and Advertising
Work history:
Construction Journal - Stuart, FLBusiness Development Managersince May 2012Community Promotions Owner2011 - 2013
Financial Consultant/Site Manager at Independent C..

Charles Macleod Palm City, FL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPlannerProduction Control ClerkRepresentativeAdvisorAgentSales RepresentativeBachelor of Science

Experience & Education

Work

Company:
Triumph aerostructures - commercial aircraft division
Advanced material planner
Company:
Triumph aerostructures - commercial aircraft division - Stuart, FL
Production control coordinator

Lee England Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveNews AnchorReporterCommercial AnnouncerPresenterPsychologistPsychology Specialist

Experience & Education

Work

Company:
Treasure coast hospice
Planned giving officer
Company:
Morgan stanley smith barney
Vice president, alternative investments group

Skills

Series 3, 7, 31, 63 and 66

Chad Paules Palm City, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorAdvisorRepresentativeManagersBachelor of ScienceAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Pnc financial services
Sales manager
Company:
Pnc financial services
Channel development advisor/business development


Financial Consultants near Palm City, FL02014026038041,005West Palm BeachBoca RatonFort PierceJupiterBoynton BeachVero BeachStuartLake WorthPalm BeachJensen Beach



Financial Consultants around Palm City, FL

Boca Raton  (262)
Boynton Beach  (47)
Fort Pierce  (162)
Hobe Sound  (5)
Jensen Beach  (5)
Jupiter  (62)
Lake Worth  (33)
Pahokee  (1)
Palm Beach  (21)
Sebastian  (5)
Stuart  (40)
Vero Beach  (46)
West Palm Beach  (1,002)

Financial Consultants in Florida

Sub-specializations

Financial Consultant  (11)