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Financial Consultants in Roanoke, VA

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152 results found

Bryan Oldham Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Pastoral Worker • Clergy • Technical Support Specialist • Database Administration Professional • Database Administrator • Systems Support Specialist • Support Specialists • Customer Service • Client Service Officer • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainers

Experience & Education

Position:
Insurance Sales at Family Heritage
Title:
Insurance Sales with Family Heritage
Location:
Roanoke, Virginia Area
Industry:
Insurance
Work history:
Family Heritage - Roanoke, Virginia AreaInsurance Salessince Aug 2012AXA Advisors, LLC DBA Kaplan Financial Group - Roanoke, Virginia AreaAdvisor in TrainingJun 2011 - Nov 2011
..63 exams in the process of becoming a financial advisor
Full Profile

Coley Thomas Roanoke, VA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Assistant Vice President • Vice President • Chief Executive • Analyst • Apprentice • Business Administrator • Analysts • Owner • Chief Investment Officer • Board Member • Management Analysts • Management Team Executive • Operations Manager • Financial Manager • Master of Business Administration • Bachelor of Business Administration • Human Resources Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Student Worker • Software Developer • Software Developers

Experience & Education

Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
Wachovia, A Wells Fargo Company Licensed Financial Specialist/AVPOct 2009 - Jun 2010Wachovia Securities/Wells Fargo Advisors Assistant Vice President/Financial AdvisorJun 2006 - Oct 2009
Skills:
bonds, c, calculator, competitive, counseling, customer relations, equities, financial, financial...
Full Profile

Twila Booze Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Customer Relations • Operations Manager • Guide • Office Assistant • Tour Guide • Office Clerk • Clerical Specialist • Surgeon • Surgical Specialist • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Front Office Receptionist • Health Services Manager • Supervisors • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Physical Therapists

Experience & Education

Position:
Director of Patient Access for Parallon Business Solutions at LewisGale Hospital-Alleghany
Title:
Patient Access Director for Parallon Business Solutions at HCA LewisGale Hospital-Alleghany
Location:
Roanoke, Virginia Area
Industry:
Hospital & Health Care
Work history:
LewisGale Hospital-Alleghany Director of Patient Access for Parallon Business Solutionssince Nov 2002Forensic Computers OFFICE MANAGERFeb 2001 - Nov 2002
PBX and Financial Counselor,
Full Profile

Charles Rusmisel Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Officer, AVP at BB&T
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
BB&T Investment Officer, AVPsince Nov 2002AXA Advisors Financial AdvisorMar 2000 - Oct 2002
Full Profile

Micah Spruill Roanoke, VA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Co-Founder • Chairperson • Financial Manager • Founder • Founding Member • Chief Executive

Experience & Education

Title:
Portfolio Manager
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Roanoke, VA.Financial AdvisorJun 2011 - Jul 2013FuzzyWay, LLC. - Atlanta, GA.Co-Founder, PresidentApr 2010 - Mar 2012
Skills:
Finance, NMR, IR spectroscopy, Data Analysis, Portfolio Management, Technical Analysis, Fundamental ...
Languages:
English, Spanish
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Matthew Beasley Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Commissioner • Mediator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager

Experience & Education

Position:
Planning Commissioner at Town of Christiansburg, Wealth Management at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Town of Christiansburg - Christiansburg, VAPlanning Commissionersince Apr 2013Morgan Stanley Wealth Management - Roanoke, Virginia AreaWealth Managementsince Dec 2012
Full Profile

Justin Kerns Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Managers • Operations Manager • Sales and Service Specialist • Sales Agent • Sales Representative • Sports Trainers

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant with AXA Advisors
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Aug 2006AXA Advisors Vice President2011 - 2012
Skills:
Insurance, Retirement Planning, Investments, Securities, Fixed Annuities, Risk Management,...
Full Profile

William Hall Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers

Experience & Education

Work

Company:
Morgan stanley wealth management financial advisor
Company:
Wells fargo bank premier banker - Roanoke, VA

Skills

series 7 & 66 and VA Life Health and Annuity licenses
Full Profile

Bill Asbell Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Wellness and Fitness • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Arts • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative • Contractor

Experience & Education

Position:
President/CEO/Partner at Virginia Fitness LLC and Dignus Holdings, LLC
Title:
President/CEO/Partner at Virginia Fitness, LLC
Location:
Roanoke, Virginia Area
Industry:
Health, Wellness and Fitness
Work history:
Virginia Fitness LLC and Dignus Holdings, LLC - Roanoke, Lynchburg, Richmond, Harrisonburg, Fredericksburg, VAPresident/CEO/Partnersince 2007UBS - Portsmouth, NHFinancial AdvisorFeb 2006 - Dec 2007
Skills:
Public Speaking, Customer Service, Coaching, Social Media, Sales Management, Direct Sales, Social...
Languages:
English, Spanish
Full Profile

Debora Sylvester Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Carilion healthcare systems
Patient registration/insurance verification/co-pay collection
Company:
Carilion healthcare systems - Roanoke, VA
Financial counselor
Full Profile

Perry Downing Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisorsince May 1987U. S. Navy Surface Warfare OfficerJun 1981 - Apr 1987
Full Profile

Shannon Dillon Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor/Budgeting at Radford University
Location:
Roanoke, Virginia Area
Industry:
Higher Education
Work history:
Radford University Financial Advisor/Budgeting
Full Profile

Justin Vanblaricom Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Infinex Financial Group, Vice President at Hometown Investment Services
Title:
Vice President at Hometown Investment Services
Location:
Roanoke, Virginia
Industry:
Financial Services
Work history:
Infinex Financial Group - Roanoke, Virginia AreaFinancial Advisorsince Apr 2013Hometown Investment Services - Roanoke, Virginia AreaVice Presidentsince Apr 2013
Full Profile

Michael Mcknew Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Work

Company:
Cox communications
Financial analyst i
Company:
Blue ridge homes - Roanoke, VA
Financial consultant
Full Profile

Carla Johnson Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank of America
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Bank of America Financial Advisor
Full Profile

Denise Broughman Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo
Title:
Financial Consultant @ Wells Fargo
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Wells Fargo Financial Consultantsince 2000
Full Profile

Kathy Waller Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at VALIC
Title:
VALIC Financial Advisor
Location:
Roanoke, Virginia Area
Industry:
Insurance
Work history:
VALIC Financial Advisorsince Jul 2010
Full Profile

Tammy Murphy Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wachovia
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Wachovia Financial Consultant
Full Profile

Chris Lawson Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Development Director • HR Manager • Supporting Member • Team Member • Chief Executive • Operations Manager • Computational Scientist • Computer Scientists • Bachelor of Business Administration

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch, Financial Advisor
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Roanoke, Virginia AreaFinancial Advisorsince Feb 2013Virginia Tech - College of Engineering - Blacksburg, VAAssociate Director of DevelopmentJan 2008 - Dec 2012
Skills:
Fundraising, New Business Development, Customer Service, Strategic Planning, Leadership, Event...
Full Profile

Brandon Blankenship Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Mutual of Omaha
Location:
Roanoke, Virginia Area
Industry:
Insurance
Work history:
Mutual of Omaha Financial Advisor
Full Profile

Andy Price Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wachovia Securities
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
Wachovia Securities Financial Advisor
Full Profile

William Alexander Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Market Research Analyst • Apprentice • Bilingual Communications Specialist • Linguist • Language Specialist • Student Worker

Experience & Education

Work

Company:
Medical supply marketing, national diabetic pharmacies - Salem, VA
Medical supply salesperson
Company:
American express financial - Roanoke, VA
Financial advisor
Full Profile

E. Iii Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Web Designer • Website Developer

Experience & Education

Position:
CEO at Slagel Tax Prep, Web Designer and Interning Financial Consultant at Slagel Investment...
Title:
Account Manager at Accounting Associates Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Slagel Tax Prep CEOsince Jan 2009Slagel Investment Management Web Designer and Interning Financial Consultantsince Jan 2008
Skills:
QuickBook, ProSeries 2007-2009, Dreamweaver, Photoshop, Fireworks, Word, Excel, Powerpoint, Charles ...
Full Profile

Nicholas Flaherty Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones Investments
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Full Profile

Bruce Lunsford Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Navigon Financial
Location:
Roanoke, Virginia Area
Industry:
Insurance
Full Profile

Nick Flaherty Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones Investments
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Full Profile

Tom Dunkenberger Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
First Vice President - Financial Advisor at Morgan Stanley Smith Barney
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - 213 S Jefferson Street, Suite 1600 Roanoke, VA 24011First Vice President - Financial Advisorsince 2000Wachovia Securities, LLC First Vice President - Investment Officer1993 - 2000
Full Profile

Cynthia Shively Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Ubs financial services - Roanoke, VA
Financial advisor.
Full Profile

Lee Cfp Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Chief Executive • Financial Manager • Operations Manager • Bachelor of Arts • Psychologist • Advisor • Psychology Specialist

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Senior Financial Advisorsince Apr 1989
Skills:
Comprehensive financial planning, retirement planning, investment planning, estate planning
Full Profile

Stewart Barnes Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Civil Engineer • Environmental Engineer • Environmental Remediation Engineer • Civil Engineering • Manager • Project Managers • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jan 2001CH2M HILL Project ManagerJan 1992 - Dec 2000
Full Profile

Ed Bartlett Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Master of Science • Food service • Advisor

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Roanoke, VASenior Vice President - Investmentssince Sep 2010Morgan Stanley Smith Barney - Roanoke, VASenior Vice President - Financial AdvisorJan 2006 - Sep 2010
Full Profile

Mark Gobble Roanoke, VA

Professions & Specialties

Financial Consultant • Portfolio Manager • Trader • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Vice President • Director • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, Resident Director at Merrill Lynch
Title:
Financial Advisor & Resident Director- Merrill Lynch
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch First Vice President, Resident Directorsince Jul 1991Dominion Bankshares Fixed Income Bond TraderJun 1987 - Jun 1991
Certifications:
Certified Retirement Planning Counselor, College of Financial Planning
Portfolio Investment Advisor, Portfolio Investment Advisory Program
Full Profile

Kari Callanan Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Financial Analyst • Mathematics • Mathematician • Operations Manager

Experience & Education

Position:
Financial Consultant at Carilion Clinic
Location:
Roanoke, Virginia Area
Industry:
Hospital & Health Care
Work history:
Carilion Clinic - Roanoke, Virginia AreaFinancial Consultantsince Sep 2011Carilion Clinic - Roanoke, Virginia AreaSenior Financial AnalystJun 2008 - Aug 2011
Skills:
Microsoft Excel, Financial Analysis, Data Analysis, Budgets, Process Improvement, Microsoft Office, ...
Full Profile

Courtney Gold Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Counselor, Vice President at BB&T, private financial advisor at BB&T, private...
Title:
Private Financial Advisor
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
BB&T Investment Counselor, Vice PresidentBB&T - Roanoke, Virginia AreaPrivate financial advisorsince Jul 2011
Skills:
Banking, Loans, Investments, Credit, Leadership, Credit Analysis
Full Profile

Kathy Sink Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Moderator • Advisor • Master of Business Administration • Bachelor of Science • Operations Manager • Computer Specialist

Experience & Education

Position:
Sr Financial Consultant at Wellpoint
Title:
Accounting Professional
Location:
Roanoke, Virginia Area
Work history:
Wellpoint Sr Financial Consultantsince 1981Anthem Senior Financial ConsultantJan 2002 - Dec 2009
Full Profile

Ron Clary Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Athletes • Chairperson • Chief Executive • Vice President • Advertising Sales Agent

Experience & Education

Position:
Certified College Planning Specialist /College-Bound Athlete Consultant at I Want To Play College...
Title:
Education & College Sports Consultant
Location:
Roanoke, Virginia Area
Industry:
Sports
Work history:
I Want To Play College Sports / Plan Smart for College - Roanoke, Virginia AreaCertified College Planning Specialist /College-Bound Athlete Consultantsince Aug 20082nd Opinion Advisors, Inc President / Financial ConsultantSep 2003 - Aug 2008
Full Profile

Mark Wigginton Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Managing Partner • Business Development Manager • Partner • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Bachelor of Science • Master of Science • Business Administrator • Team Member • Psychologist • Field Marketing Specialist • Marketing Administrator • Psychology Specialist

Experience & Education

Position:
Managing Partner and Financial Advisor at Modern Woodmen of America
Title:
at Modern Woodmen of America
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Modern Woodmen of America Managing Partner and Financial Advisorsince Jan 2011Access National Bank Business Development OfficerDec 2009 - Mar 2011
Skills:
Investments, Strategic Financial Planning, Retirement Planning, Fixed Annuities, Insurance
Full Profile

William Lawfield Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor Representative at Valley Financial Solutions
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Valley Financial Solutions Investment Advisor Representativesince Feb 2011Waddell & Reed Financial AdvisorDec 2008 - Jan 2011
Full Profile

Keith Weltens Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Jun 2000
Skills:
Retirement Planning, Small Business Planning, Tax Planning, Estate Planning
Full Profile

Frederick Bolyard Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
Northwestern Mutual Financial Advisorsince May 1970
Full Profile

Donna Tucker Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Financial Advisorsince Nov 2007Roanoke County Schools Director of BandsAug 1982 - Aug 2003
Full Profile

John White Roanoke, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince May 2001
Full Profile

M. Caldwell Roanoke, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Full Profile

Tom Davis Roanoke, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Valley Financial Solutions Financial Advisor1989 - 2012
Certifications:
Series 63 License
Series 66 License
Full Profile

Jason Hesketh Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial Advisorsince May 2012
Full Profile

Amanda Arthur Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Financial Advisorsince Jul 2010Hollins University Admissions CounselorJun 2008 - Aug 2010
Full Profile

Ezra Amiss Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Miller Capital Management
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Miller Capital Management Financial Advisorsince Nov 2009
Languages:
Spanish
Full Profile

Justin Kerns Roanoke, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultant
Full Profile

Mandy Arthur Roanoke, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at UBS Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Full Profile

Jamie Harlow Roanoke, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Full Profile


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