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Dave Smith Clifton Park Center, NY
Professions & Specialties
Independent Representative • Commissioner • Mediator • Financial Services Professional • Financial Services Sales Agent • Advisor • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Computer Software Professional • Software Developers • Systems Support Specialist • Support Specialists • Service Technician • Maintenance and Repair Worker • Sales Representative
Experience & Education
Position:
Independent Representative, Investment Advisor Rep. at Primerica, Operations Manager at Smith...
Title:
Financial Services Professional
Location:
Clifton Park, New York
Industry:
Financial Services
Work history:
Primerica - Clifton Park, NYIndependent Representative, Investment Advisor Rep.since Sep 2010Smith Pontiac Realty Inc. Operations Managersince Oct 2009
Skills:
Financial Analysis, Finance, Business Analysis, Securities, Accounting, 401k, Analysis, Wealth...
Certifications:
CPA, currently inactive, NYS Education Dept, AICPA
US Federal Securities Representative/Agent licenses; series 6 , 63 and 65, SEC, FINRA
US Federal Securities Representative/Agent licenses; series 6 , 63 and 65, SEC, FINRA