Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Personal Financial Planners in US

Tennessee Personal Financial Planners Directory

Trustoria includes a professional profile for nearly every Personal Financial Planner in Tennessee.

Find more Personal Financial Planners and other Financial brokers near in Tennessee by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

7 results found

Caitlin Chastain Nashville, TN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Student Worker • Financial Manager • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Financial Aid Student worker at Art Institute, Financial aid work study at Art Institute of...
Title:
Financial Aid Student worker at Art Institute
Location:
Greater Nashville Area
Industry:
Photography
Work history:
Art Institute Financial Aid Student workersince Jul 2010Art Institute of Tennessee nashville Financial aid work studysince Jul 2010
Full Profile

John Brugge Memphis, TN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Financial Manager • Student Worker • Operations Manager • Support Specialists

Experience & Education

Work

Company:
Dogwood financial planning
Personal financial planner intern
Company:
Holliday flowers - Memphis, TN
General store assistant

Skills

Proficient in Quickbooks, experienced with Moneyguide Pro, data entry, file management of over 100...
Full Profile

Michele Valle Chattanooga, TN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA/PFS - Personal Financial Planner at Guardian Wealth Management
Location:
Chattanooga, Tennessee Area
Industry:
Financial Services
Work history:
Guardian Wealth Management CPA/PFS - Personal Financial Planner
Full Profile

David Braddock Chattanooga, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Marketing Manager • Financial Manager • HR Manager • Advisor

Experience & Education

Position:
Senior Branch Manager at Scottrade
Location:
Chattanooga, Tennessee Area
Industry:
Financial Services
Work history:
Scottrade - Chattanooga, TennesseeSenior Branch Managersince Feb 2002Charles Schwab - Chattanooga, TennesseeInvestment SpecialistMar 1999 - Feb 2002
Skills:
Series 7, Series 24, Series 9, Series 10, Sales, Sales Management, Influence Others, Building...
Personal Financial Planner / Financial Consultant..
Full Profile

Christopher Loffi Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Operations Manager • Secretary

Experience & Education

Title:
Operations at Provident Wealth Group
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Provident Wealth Management Operational CoordinatorNov 2009 - Apr 2011Sailer Financial, Inc Client Relationship ManagerDec 2007 - Jun 2008
Skills:
Customer Service, Customer Relations, Excel, Budgeting, Problem Solving
Personal Financial Planner at Citibank
Full Profile

Christopher Loffi Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Chief Networking Officer • Customer Relations • Financial Manager • Bachelor of Business Administration • Secretary

Experience & Education

Work

Company:
Provident wealth management
Operational coordinator
Company:
Sailer financial, inc
Client relations manager

Skills

Mircosoft Office Suite
Full Profile

Christopher Loffi Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Operations Coordinator • Managers • Operations Officer • Operations Manager • Customer Relations • Financial Manager • Designers • Bachelor of Business Administration • Secretary

Experience & Education

Work

Company:
First family mortgage
Processor and cordinator
Company:
Provident wealth management - Brentwood, TN
Operations coordinator
Full Profile