Ubs
Registered Client Service Associate
North Star Resource Group Jun 2012 - Nov 2012
Practice Coordinator
Ameriprise Financial Services, Inc. Jul 2011 - Jun 2012
Financial Advisor
Jul 2011 - Jun 2012
Greater Minneapolis-St Paul Area
Education:
Baylor University 2007 - 2011
Bachelors, Bachelor of Arts, Religious Studies
Maple Grove High School 2005 - 2007
Skills:
Series 7 Retirement Planning Financial Planning Finance Wealth Management Series 63 Microsoft Office Asset Allocation
Certifications:
Series 7 Series 63 State Insurance License Series 65 Ubs Financial Services Inc. Important Notices Series 9/10 Financial Industry Regulatory Authority (Finra) Minnesota