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Financial Consultants in Waterville, ME

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5 results found

David Smith Waterville, ME

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing Manager

Experience & Education

Position:
Branch Manager at Raymond James, Branch Manager at Raymond James
Title:
Branch Manager at Raymond James
Location:
Waterville, Maine
Industry:
Financial Services
Work history:
Raymond James - 180 Main St., Suite 1, Waterville, ME 04901 (207) 660-4506Branch Managersince Apr 2009Raymond James - 180 Main St., Suite 1, Waterville, ME 04901Branch Managersince Apr 2009
Skills:
Small Business, Financial Analysis, Series 7, Finance, Securities, Financial Advisory, Strategic...
where the financial advisor is not registered

Heather Rose Waterville, ME

Professions & Specialties

Financial ConsultantTellerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Cary medical center - Caribou, ME
Financial counselor
Company:
Td bank - Caribou, ME
Teller

Donald Waite Waterville, ME

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsArmy SergeantFirst SergeantSenior Systems EngineerIT EngineerTechnicianTechnical SpecialistTechnical Support SpecialistsBachelor of ScienceAssociate of ScienceSoftware Developers

Experience & Education

Work

Company:
University of maine
Internship
Company:
Maine air national guard
Knowledge operations manager/first sergeant

Daniel Cochran Waterville, ME

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentSales Account AssociateSales ExecutiveSales ManagerSales DirectorLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Boston financial data services
Company:
Global contact services
Insurance agent

Connor Sullivan Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberRepresentativeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ExecutiveSales RepresentativeSales Manager

Experience & Education

Position:
Associate Financial Counselor at The Colony Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
The Colony Group Associate Financial Counselorsince Jun 2013Fidelity Investments - Merrimack, NHFinancial RepresentativeSep 2012 - Jun 2013
Skills:
Microsoft Excel, Data Entry, PowerPoint, Research, Microsoft Office, Microsoft Word
Certifications:
Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities Agent State Law Exam


Financial Consultants near Waterville, ME02468AugustaJayMonmouthNobleboroUnionCambridge



Financial Consultants around Waterville, ME

Augusta  (7)
Cambridge  (1)
Jay  (1)
Monmouth  (1)
Nobleboro  (1)
Union  (1)

Financial Consultants in Maine

Sub-specializations

Banker  (16)
Financial Consultant  (5)