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Financial Consultants in Texas

Financial Consultants in San Antonio, TX

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250 results found

Matthew La Croix San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Advisor • Independent Contractor • Contractor • X-ray Specialist • Radiology Worker • Agent • Buyer and Seller • Sales Representative • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Science • Software Tester • Computer Specialist

Experience & Education

Position:
Bankruptcy Operations Specialist III at Bank of America
Location:
San Antonio, Texas Area
Industry:
Real Estate
Work history:
Bank of America - San Antonio, Texas AreaBankruptcy Operations Specialist IIIsince Jun 2012Citi - San Antonio, Texas AreaFinancial AdvisorNov 2010 - Jun 2011
Skills:
Investment Properties, Loans, Credit, Leadership, Finance, Negotiation, Risk Management, Property...
Full Profile

Anna-marie Parker San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Recruiting Director • Personnel Manager • Personnel Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Promotion Manager • Owner • Partner • Promotions Manager • Chief Executive • Counselor • Advisor • Sales Manager • Public Relations Professinal • Client Service Officer • Sales Executive • Customer Service • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Director of Recruiting at Planto Roe Financial Services
Title:
Director of Recruiting at Planto Roe Financial Services 210-477-7153
Location:
San Antonio, Texas
Industry:
Financial Services
Work history:
Planto Roe Financial Services - San Antonio, Texas AreaDirector of Recruitingsince Jun 2013Stone Oak Info - San Antonio, Texas AreaDirector of AdvertisingOct 2012 - May 2013
Skills:
Creative Concept Development, Conflict Resolution, Time Management, Event Planning, Event...
..wish to start a new career path as a Financial Advisor
Full Profile

Colleen Gavaghan San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Director of Operations • Operations Manager • Customer Service • Client Service Officer • Business Administrator • Managers • Training Manager • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • District Manager • Restaurant Manager • Chief Executive • Corporate Executive • General and Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Region Manager • Sales Manager • Food Service Director • Food Service Workers • Chief Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Database Administration Professional • Database Administrator • Food Service Manager • Food Service Supervisor

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Mar 2012St. Juste Management dba Burger King Director of OperationsSep 2010 - Jan 2012
Certifications:
License Series 7
License Series 64
Full Profile

James Jefferson San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Adjunct Instructor • Lecturer • Postsecondary Teacher • Subject Matter Expert • Skilled Professional

Experience & Education

Position:
Financial Consultant/Business Development at Premier Management Corporation, Adjunct Instructor,...
Title:
Financial Consultant/Business Development at Premier Management Corporation
Location:
San Antonio, Texas Area
Industry:
Defense & Space
Work history:
Premier Management Corporation - San Antonio, Texas AreaFinancial Consultant/Business Developmentsince Nov 2010University of the Incarnate Word - San Antonio, Texas AreaAdjunct Instructor, Financial Managementsince Nov 2010
Full Profile

Jesse Garza San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Financial Director • Chief Operating Officer • Chief Information Officer • Corporate Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Technology Director • Technology Manager • Technical Managers • Bachelor of Science • Master of Science • Sales Representative

Experience & Education

Position:
President at J. Garza & Co.
Title:
President, J. Garza & Co.-The Wealth Advisory Firm
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
J. Garza & Co. - San Antonio & ChicagoPresidentsince Aug 2001Smith Barney Financial AdvisorAug 1996 - Aug 2001
Skills:
Retirement Planning & Money Management, Strategic Financial Planning, Investments, 401k...
Languages:
Fluent in Spanish and English
Full Profile

Sven Cfp San Antonio, TX

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Head of Wealth Management and Trust at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Vice President - Head of Wealth Management and Trustsince Feb 2010USAA Assistant Vice President/Senior Trust Officer - Wealth Management and TrustMar 2009 - Mar 2010
Skills:
Sales Management, Estate Planning, Team Building and Motivation
and Certified trust Financial Advisor CTFA
Full Profile

Alec Vasquez San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Community Service Manager • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Management Analyst • Analysts • Government Administration Professional • Buyer and Seller • Sales Representative • Researcher • Survey Researcher • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Counselor/Case Manager at Family Service Association, Senior Management Analyst at City...
Title:
Financial Counselor/Case Manager at Family Service Association
Location:
San Antonio, Texas Area
Industry:
Government Administration
Work history:
Family Service Association - San Antonio, Texas AreaFinancial Counselor/Case Managersince Feb 2013City of San Antonio - San Antonio, Texas Area-Fire DepartmentSenior Management Analystsince Jul 2011
Skills:
Non-profits, Government, Public Speaking, Public Policy, Fundraising, Event Planning, Strategic...
Full Profile

Jared Parks San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Representative at USAA
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
USAA Financial Representativesince Apr 2010Wells Fargo Investments Financial ConsultantApr 2007 - Nov 2009
Skills:
Retirement Planning, Estate Planning, Income Planning, Education Planning, Business Succession...
Full Profile

Robert Horton San Antonio, TX

Professions & Specialties

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

Experience & Education

Work

Company:
Tci tire center
Driver/inventory
Company:
Jefferson & franklin financial - San Antonio, TX
Financial advisor

Skills

Proficient in Microsoft Office: Word, Excel, & PowerPoint Computer systems ( Microsoft...
Full Profile

Matthew Angel San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Educator • Education Professional • Instructor • Student Worker • Medical Laboratory Professional • Medical Laboratory Technologist • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Financial Advisorsince Sep 2010The University of Texas at San Antonio MBA StudentAug 2009 - Dec 2011
Full Profile

Lee Johnson San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Team Member

Experience & Education

Position:
Wealth Management Specialist at USAA
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
USAA Wealth Management Specialistsince Apr 2010USAA Financial AdvisorMar 2008 - Apr 2010
Full Profile

Chrissy Celaya San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Production Manager • Leader • Managers • Market Research Analyst

Experience & Education

Position:
Language and Culture Assistant at CIEE
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
CIEE - Madrid Area, SpainLanguage and Culture Assistantsince Jul 2013USAA - San Antonio, Texas AreaFinancial AdvisorJun 2011 - Jul 2013
Skills:
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning,...
Full Profile

Russell Stehling San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince May 2003
Skills:
Personal Needs Analysis, Retirement Solutions, Business Needs Analysis, Business Life Insurance,...
Full Profile

Robert Sanchez San Antonio, TX

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL ADVISOR at BBVA Compass
Location:
San Antonio, Texas Area
Industry:
Banking
Work history:
BBVA Compass FINANCIAL ADVISORBank of America PERSONAL BANKERJan 2005 - Jul 2007
Full Profile

Joey Dylla San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Registered Representative at CUNA Mutual Group
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
CUNA Mutual Group Registered Representativesince Aug 2004Edward Jones Financial AdvisorSep 2003 - Jul 2004
Full Profile

James Parsons San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
USAA Financial AdvisorMerrill Lynch Financial AdvisorOct 1976 - Mar 1993
Full Profile

Jayson Sacco San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Operations Manager

Experience & Education

Position:
E-mail Advisor Level 1 at USAA, Financial Advisor at USAA
Title:
E-mail Advisor Level 1 at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA E-mail Advisor Level 1since May 2009USAA Financial Advisorsince Jan 2005
Full Profile

Rebekah Converti San Antonio, TX

Professions & Specialties

Loan Specialist • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Sales Manager • Psychology Specialist

Experience & Education

Position:
Loan Servicing Specialist at Wells Fargo Home Mortgage
Title:
Loan Specialist with Wells Fargo Home Mortgage
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Wells Fargo Home MortgageLoan Servicing Specialistsince Aug 2010Financial Foundation Group Financial AdvisorFeb 2010 - Jul 2010
Full Profile

Armando Acevedo San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Actinver securities
Financial advisor
Company:
Merrill lynch - San Antonio, TX
Financial advisor

Skills

Busines professional with 20 years of experience in sales, marketing and Administration Management. ...
Full Profile

Angelica Lee San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Connally memorial medical center
Financial counselor
Company:
Party city - San Antonio, TX
Cashier
Full Profile

Wendy Henderson San Antonio, TX

Professions & Specialties

Mortgage Specialist • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Conservation Scientist

Experience & Education

Work

Company:
Kforce (usaa) - San Antonio, TX
Mortgage specialist
Company:
Chase - San Antonio, TX
Financial advisor credit card services
Full Profile

Theresa Martinez San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leasing Property Manager • Leasing Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Retail Sales Representative • Retail Professional • Retail Salesperson • Managers

Experience & Education

Work

Company:
Finra series
Financial advisor
Company:
Finra series
Member relationship specialist (p&c)
Full Profile

Ryan Mcdaniel San Antonio, TX

Professions & Specialties

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

Experience & Education

Work

Company:
Usaa, united services automobile association - San Antonio, TX
Financial advisor
Company:
Planto roe financial services - San Antonio, TX
Financial advisor
Full Profile

Ann Box San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at CUSO Financial
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
CUSO Financial Financial Advisor
Full Profile

Drucilla Decker San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bass pro shop
Bass product pro
Company:
Warden financial management - San Antonio, TX
Warden financial advisor assistant
Full Profile

Abdalla Tareq San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Citicorp
Location:
San Antonio, Texas Area
Industry:
Banking
Work history:
Citicorp Financial Advisor
Full Profile

Regina Herrera San Antonio, TX

Professions & Specialties

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

Experience & Education

Work

Company:
Usaa investment management company
Account funding
Company:
Chase investment services corporation
Financial advisor

Skills

Series 7 & Series 66 Licensed
Full Profile

John Brouse San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
CUNA Mutual Group Financial Advisor
Full Profile

Christina Lara San Antonio, TX

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Front Desk Clerk • Clerical Specialist • Front Office Receptionist • High School Diploma • Client Service Officer • Customer Service

Experience & Education

Work

Company:
San antonio federal credit union - San Antonio, TX
Teller/ asr
Company:
Jp morgan chase bank na
Teller, financial advisor
Full Profile

Jonathan Marquis San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator

Experience & Education

Position:
Financial Advisor at MassMutual South Texas
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
MassMutual South Texas - San Antonio, Texas AreaFinancial Advisorsince Jun 2010Techsurance.com Marketing ManagerJan 2008 - May 2009
Full Profile

Teri Martinez San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Debit Card Fraud Prevention at Washington Mutual Card Services
Title:
Financial Advisor - JP Morgan Chase
Location:
San Antonio, Texas Area
Industry:
Banking
Work history:
Washington Mutual Card Services Debit Card Fraud Prevention
Full Profile

Patrick Carney San Antonio, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Vice President - Investments at Wells Fargo Advisors LLC
Title:
Associate Vice President - Investments at Wells Fargo Advisors, LLC
Location:
San Antonio, Texas
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - San Antonio, TexasAssociate Vice President - Investmentssince Apr 2010Morgan Stanley Smith Barney Certified Financial PlannerSep 2006 - Apr 2010
Certifications:
Certified Financial Planner
Financial Advisor providing wealth management serv..
Full Profile

Benjamin Buotte San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Financial Advisorsince Apr 2011Edward Jones Financial AdvisorAug 2009 - Jan 2011
Skills:
Military, Retirement Planning, Small Business, 401k, IRAs, Leadership, Personal Finance
Full Profile

Fritz Williams San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at John Hancock
Location:
San Antonio, Texas Area
Industry:
Insurance
Full Profile

Tania Garcia San Antonio, TX

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jpmorgan chase
International banker
Company:
Morgan stanley - Houston, TX
Financial advisor trainee
Full Profile

Anne Box San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at CUSO Financial
Location:
San Antonio, Texas Area
Industry:
Investment Management
Full Profile

Claire Easterly San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at gaskel
Location:
San Antonio, Texas Area
Industry:
International Trade and Development
Work history:
Gaskel Financial advisor
Full Profile

Justin Cole San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate at G-C Holdings, Ltd.
Location:
San Antonio, Texas
Industry:
Venture Capital & Private Equity
Work history:
G-C Holdings, Ltd. - San Antonio, TXAssociatesince Jun 2011Morgan Stanley Smith Barney Financial Advisor AssociateJun 2010 - May 2011
Full Profile

Rodney Rashid San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Smith Barney
Location:
San Antonio, Texas Area
Industry:
Investment Banking
Full Profile

David Lloyd San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
First Vice President - Investments at UBS Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
UBS Wealth Management First Vice President - Investmentssince Oct 2004Merrill Lynch Senior Financial Advisor1994 - 2004
Skills:
Investments, Series 7, Wealth Management, Mergers & Acquisitions, Equities, Portfolio...
Full Profile

Henry Menchaca San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at USAA
Title:
Financial Advisor with USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Financial Advisorsince Mar 2007JPMorgan Chase Financial Advisor2003 - 2007
Full Profile

Frank Bazan San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Sr Preferred Relationship Manager at BBVA Compass Investment Solutions
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
BBVA Compass Investment Solutions - 18080 US HWY 281 N, San Antonio, TX. 78232Sr Preferred Relationship Managersince Dec 2012SWBC Investment Services Financial AdvisorMar 2011 - Dec 2012
Full Profile

Jerome Muldowney San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Ameriprise Financial
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Nov 2008Financial Network inside of FirstMark Credit Union Registered RepresentativeApr 2007 - Nov 2008
Full Profile

Samuel Haley San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Haley Investment Group of Raymond James
Title:
Financial Advisor at Raymond James
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Haley Investment Group of Raymond James Financial Advisorsince Apr 2008The Quarry Golf Club Asst. Golf Pro2005 - 2008
Full Profile

Jeff Anderson San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Title:
Financial Advisor at UBS
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial Advisorsince 2007Merrill Lynch Financial Advisor2003 - 2007
Full Profile

Alexander Liu San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Client Service Officer • Customer Service • Advisor • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at JPMorgan Chase
Location:
San Antonio, Texas Area
Industry:
Computer Software
Work history:
JPMorgan Chase Financial Advisorsince Apr 2012J-Crew - San Antonio TXCustomer Service RepresentativeSep 2011 - Jan 2012
Full Profile

Ronnie Huie San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at MassMutual
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
MassMutual Financial Advisorsince Jul 1988
Skills:
Financial Services to help protect the values you cherish and the people you love
Full Profile

Christina Lecholop San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at South Texas Money Management
Title:
at South Texas Money Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
South Texas Money Management CERTIFIED FINANCIAL PLANNER™since Apr 2009Merrill Lynch Financial AdvisorAug 2004 - Apr 2009
Full Profile

Brian Beyer San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
Advisory Consultant at Advisors Asset Management, Inc.
Title:
Advisory Consultant at Advisors Asset Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Advisors Asset Management, Inc. Advisory Consultantsince May 2008Ameriprise Financial Financial AdvisorJan 2007 - May 2008
Certifications:
Series 7
Series 66
Full Profile

Christina Stavern San Antonio, TX

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
San Antonio, Texas Area
Industry:
Financial Services
Full Profile


Financial Consultants near San Antonio, TX0481216SchertzAtascosa