Financial Services Professional AWMA Certified Candidates Sample Search Report

100%

A* N**

Private Client Advisor at J.P. Morgan Wealth Management

Schererville, Indiana, United States 10 years 9 months

This candidate explicitly holds all required licenses (Series 7, 66) and has client planning/advising experience, fulfilling all stated requirements for the role. Experience includes Private Client roles at JPM, multiple licenses confirmed. JPMC → Horizon Bank → JPMC Private Client Advisor. Excellent.

LinkedIn Email Phone

Work Experience

Lake Central School Corporation

Crew Leader · 4 years 3 months

JPMorgan Chase & Co.

Private Client Banker at J.P. Morgan Chase Bank, N.A. · 2 years

Horizon Bank

Personal Trust Officer · 1 year 9 months

J.P. Morgan

Private Client Advisor · 1 year 5 months

+ 3 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

p management finra health insurance finance strategy planning retirement wealth management financial services health insurance

100%

S** W*

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management

Ravenna, Ohio, United States 18 years 5 months

Excellent fit - currently working as a Private Client Advisor/VP of Investments and holds all required licenses. 18 years in financial services. J.P. Morgan Chase Bank N.A. → J.P. Morgan Wealth Management. Excellent.

LinkedIn Email Phone

Work Experience

Gordon Food Service

Department Leader/Sales Associate · 2 years 3 months

J.P. Morgan Wealth Management

Private Client Advisor · 6 years 1 month

First Place Bank

Customer Experience Manager · 2 years 3 months

JPMorgan Chase Bank, N.A.

Private Client Banker · 6 years 4 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

investments p management finra health insurance basketball planning retirement transmission securities llc +8 more

100%

E S

Edward Jones Financial Advisor

Paducah, Kentucky, United States 7 years 5 months

This candidate is an exact match, currently working as a Financial Advisor and possessing all required licenses (Series 7, Series 66) although AWMA is not listed, the core requirements are met through current industry role and licenses. Edward Jones Financial Advisor (3y 1m), holds Series 7 and Series 66. Excellent.

LinkedIn Email Phone

Work Experience

Edward Jones

On-Call BOA · 11 months

HCA Healthcare

Internal Auditor · 4 months

Edward Jones

Edward Jones Financial Advisor · 3 years 1 month

Murray State University

Student Worker · 1 year 8 months

+ 1 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

commercial messaging social media

95%

G C

Client Service Specialist at Three Generations Financial, A financial advisory practice with Ameriprise Financial, LLC.

Farmingdale, New York, United States 8 years 2 months

This candidate has successfully passed Series 7 and Series 66 and is seeking an advisor role, showing strong qualifications and recent client-facing experience as a Specialist. Client Service Specialist/Admin → Passed S7/S66; strong desire to move into advising. Strong.

LinkedIn Email Phone

Work Experience

Interstate Home Loan Center, Inc. NMLS # 56315

Junior Loan Officer · 5 months

Ameriprise Financial Services, LLC

Client Service Specialist · 1 year 6 months

Smashburger

Shift Manager · 4 years 6 months

Ameriprise Financial Services, LLC

Administrative Assistant · 1 year 10 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

finra health insurance compliance finance planning retirement management leadership series 7 series 66 health insurance +6 more

95%

G S

Accelerated Advisory Development Program at TIAA

United States 10 years 2 months

This candidate is explicitly completing a fast-track program that grants the Series 7 and Series 66 licenses, is studying wealth management, and works in advisory roles, strongly indicating a good fit. Background: TIAA (AADP participant, 10 years) → Monarch Bank & Mortgage (Intern). Holds Series 7, Series 66, and Life/Accident/Health licenses.

LinkedIn Email Phone

Work Experience

TIAA

Accelerated Advisory Development Program

Fastenal

Sales Associate · 7 months

Monarch Bank & Mortgage

Mortgage Loan Officer Intern · 4 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

brokerage retirement insurance accident health management sales inventory software mortgage series 7 series 66 +2 more

95%

K W

Private Client Advisor

Portland, Oregon, United States 7 years 7 months

This candidate possesses all three required licenses (Series 7, Series 66) and is currently a Private Client Advisor with relevant experience, strongly suggesting they meet the implied Financial Services Professional requirement, though AWMA is missing.

LinkedIn Email Phone

Work Experience

Key Investment Services

Private Client Advisor · 2 years 5 months

Key Investment Services

Associate Private Client Advisor · 1 year 8 months

KeyBank

Licesnsed Relationship Manager · 3 years 1 month

KeyBank

Retail Management Intern · 4 months

+ 1 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

retail management retail management

95%

A S

Investment Adviser Representative at Aim Wealth Partners

Tucson, Arizona, United States 15 years 1 month

This individual is an Investment Adviser Representative holding both Series 7 and Series 66, which strongly suggests the required professional standing and licensing for financial services. Investment Adviser Rep roles → FINRA Series 7/66 licensed, life/health insurance, specializes in retirement planning for educators. Excellent.

LinkedIn Email Phone

Work Experience

Dex One

Local Marketing Consultant Premise Sales · 2 years 3 months

Lincoln Investment

Investment Adviser Representative · 8 years 10 months

Legend Advisory Corporation

Investment Adviser Representative · 4 years 2 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

basketball hiking volleyball science management entrepreneurship finra securities health insurance design retirement +8 more

95%

E C

Financial Manager

United States 6 years 6 months

This individual explicitly holds Series 7 and Series 66 licenses and has recent experience as a Private Client Banker and Wealth Relationship Manager. Real Estate Broker → Wealth Relationship Manager at Citi → Private Client Banker at JPMC. Excellent.

LinkedIn Email Phone

Work Experience

JPMorgan Chase & Co.

Private Client Banker · 1 year 11 months

Wells Fargo

Relationship Banker · 1 year 7 months

Citi

Wealth Relationship Manager · 1 year 3 months

Self-employed

Real Estate Broker · 1 year 5 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

real estate security

90%

T* G*

Wealth Management Advisor at TIAA

United States 16 years 6 months

Strong fit as this candidate explicitly holds both Series 7 and Series 66, and the current role is Wealth Management Advisor. TIAA (WMA) → TIAA (AC) → Wells Fargo PB → JPMorgan PB → TD FR. Excellent.

LinkedIn Email Phone

Work Experience

TIAA

Advisory Consultant · 3 years 1 month

JPMorgan Chase Bank N.A.

Private Client Banker · 6 years 11 months

TD

Financial Representative · 3 years 8 months

TIAA

Wealth Management Advisor · 11 months

+ 1 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

wealth management management

90%

L A

Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC

Westbrook, Maine, United States 8 years 3 months

Currently a Financial Advisor holding SIE, Series 66, and Series 7, and has direct experience working with clients on financial planning, although the AWMA is missing. Goldman Sachs Ayco → Financial Advisor at Raymond James/Androscoggin Bank. Strong.

LinkedIn Email Phone

Work Experience

Goldman Sachs Ayco

Financial Wellness Analyst · 1 year 1 month

Market Basket

Customer Service Representative · 3 years 11 months

Androscoggin Bank

Financial Advisor · 3 months

Fallen Leaf Bistro

Food Server · 4 years 4 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

finance management planning coaching wellness food server financial management series 66 series 7 financial planning financial services +2 more

90%

T* N**

Client Relationship Manager at Stiles Financial Services, Inc.

Lakeville, Minnesota, United States 28 years 11 months

An excellent fit, this candidate explicitly lists Series 7, 24, and 63 licenses, and has recent Client Relationship Manager experience focusing on wealth management clients, reviews, and acting as a liaison with a Broker/Dealer. Client Relationship Manager → Sr Client Service Rep, explicitly lists FINRA Series 7, 24, 63. Excellent.

LinkedIn Email Phone

Work Experience

Stiles Financial Services, Inc.

Client Relationship Manager

Fidelity Investments

Private Client Speicalist

BMO Wealth Management - U.S.

Investment Associate

BMO Wealth Management - U.S.

Investment Associate

+ 2 more positions

Qualification Criteria 3 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

management trading reporting licensing compliance liaison insurance finra health less sales wealth management +8 more

90%

K C

Client Service Manager

St. Louis, United States 20 years 5 months

This candidate explicitly holds both Series 7 and Series 66, and has extensive experience in financial services roles, strongly implying they meet the professional and client management requirements. Fidelity Investments → Financial Services Rep → Merrill Lynch → Financial Rep, Moneta Group roles, Duncker Streett & Co. Certifications: Series 7; Series 66. Strong.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Financial Representative · 7 years 3 months

Merrill Lynch

Financial Representative · 1 year 5 months

Fidelity Investments

Financial Services Representative · 2 years 1 month

Fidelity Investments

Financial Services Representative · 1 year 1 month

+ 5 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

resume sales client service financial services customer service

90%

J P

Vice President Merrill Financial Solutions Advisor

Savannah, United States 15 years 3 months

This individual is a clear fit, possessing required licenses and significant advisory experience. Financial advisor for 15 years at Merrill Lynch/BoA, previously supervisor/sales at GEICO. Mercer Bach (Econ/Mgmt). Strong.

LinkedIn Email Phone

Work Experience

Bank of America Merrill Lynch

Assistant Financial Center Manager · 1 year 1 month

Bank of America Merrill Lynch

Financial Solutions Advisor · 7 years 9 months

GEICO

Supervisor Preparatory Program · 9 months

GEICO

Sales Associate · 11 months

+ 4 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

sales insurance billing customer service

90%

K M

Santander Investment Services in the Northeast Division

Southampton, Pennsylvania, United States 30 years 10 months

This individual explicitly lists S7 and S63 (which aligns closely with 66 requirements, though 66 isn't guaranteed) and has extensive investment services background, suggesting high fit for a professional role, but AWMA is missing. Senior leader in investment services with specific registration listings including S7 and S63. Santander Investment Services (Head, Supervisory Director, Consultant), S7/S63/S24/S53 registered. Strong.

LinkedIn Email Phone

Work Experience

Santander Investment Services

Supervisory Director · 5 years

Sovereign Bank/Santander Bank

Personal Banker · 8 years

Santander Investment Services in the Northeast Division

Head of Business Administration · 4 years 1 month

Santander Investment Services

Licensed Banker Program Coordinator · 5 years

+ 1 more positions

Qualification Criteria 3 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

administration insurance securities llc finra government director sales business administration federal government

85%

T M

Private Client Advisor at J.P. Morgan Wealth Management

Chandler, Arizona, United States 20 years 8 months

This looks like a strong fit, given the Private Client Advisor role at J.P. Morgan Wealth Management suggests relevant experience. Private Client Advisor at J.P. Morgan Wealth Management (1y 10m) → 20+ years finance/advisor experience. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan Wealth Management

Private Client Advisor · 1 year 10 months

Chase Bank

Personal Banker · 4 years

Vanguard

Client Relationship Specialist · 4 years 9 months

Nick Alexander Imports

Motoring Advisor (Sales) · 3 years

+ 3 more positions

Qualification Criteria 2 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

transmission p management securities llc finra insurance government reserves law communications investors +8 more

85%

S* K**

Client Service Associate at JPMorgan Chase & Co.

Paradise Valley, Arizona, United States 20 years 5 months

Strong match as this candidate possesses both required licenses (S7, S66) and relevant high-level financial roles, suggesting client interaction capability over a long career. Career: Underwriter → Financial Solutions Advisor → Private Bank Senior Associate, 20+ years. Strong.

LinkedIn Email Phone

Work Experience

J.P. Morgan

Private Bank Senior Associate · 13 years 5 months

Bank of America

Underwriter · 3 years 9 months

Bank of America Merrill Lynch

Financial Solutions Advisor - Merrill Edge Advisory Center · 9 months

Honeywell Aerospace

Communications Specialist · 2 years 9 months

Qualification Criteria 3 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

communications

85%

C V

Wealth Management Client Associate at Merrill Lynch

Pittsburgh, Pennsylvania, United States 10 years 8 months

This candidate is a strong fit with relevant licenses and direct client-facing experience at a major firm. Merrill Lynch Client Associate → Bank of America Relationship Banker, FINRA SIE/7/66 completed. Strong.

LinkedIn Email Phone

Work Experience

American Pool

Assistant Regional Manager

Toyota North America

Sales Consultant

Merrill Lynch

Registered Wealth Management Client Associate

Bank of America

Relationship Banker · 2 years 10 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

management finra sales education digital operations risk wealth management goal oriented professional experience series 7 series 66

85%

K* R**

Financial Advisor at Wells Fargo Advisors

Ormond Beach, Florida, United States 12 years

This advisor works as a Financial Advisor, holds Series 7 (and S6/S63), and has a strong background in Premier Banker roles, indicating good client management, but is missing S66 and AWMA certifications. Financial Advisor/Premier Banker roles → Holds S7/S6/S63. Strong.

LinkedIn Email Phone

Work Experience

Wells Fargo Advisors

Financial Advisor · 5 years 3 months

Wells Fargo

Premier Banker - Assistant Vice President · 3 years

Wells Fargo

Personal banker I · 1 year 4 months

Wells Fargo

Personal Banker II - Business Banking Advocate · 1 year 11 months

+ 1 more positions

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

llc insurance banking

85%

W M

Financial Solutions Advisor

Easton, Pennsylvania, United States 3 years 1 month

This candidate seems very well aligned as a financial solutions advisor with the required licenses. Merrill Edge → Bank of America; Certs: S7, S66, SIE. Strong.

LinkedIn Email Phone

Work Experience

Merrill Edge

Financial Solutions Advisor · 3 years

Bank of America

Relationship Manager And Business Owner Specialist

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

85%

K** M

Senior Financial Advisor

Dallas, Texas, United States 15 years 1 month

This candidate possesses the necessary Series 7 license and has significant experience as a Financial Advisor, indicating strong professional relevance, though Series 66 and AWMA are missing. J.P. Morgan → USAA. Strong.

LinkedIn Email Phone

Work Experience

USAA

Financial Services Representative · 1 year 7 months

Cambridge Lending Firm

Mortgage Processor · 5 years

USAA

Wealth Advisor · 4 years 9 months

J.P. Morgan

Financial Advisor · 3 years 3 months

+ 1 more positions

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

series 7 financial services wealth management federal government legal advice finra health literacy mortgage transmission p management +8 more

85%

R** H*

Premier Financial Services

Youngstown, Ohio, United States 30 years 6 months

This candidate has extensive financial advisory experience, including regulatory compliance mention, suggesting appropriate licensing, although specific certification verification is absent. Premier Bank FC (9y) → J.P. Morgan Securities VP (4y) → PNC IA (10m) → Branch Manager VP at JPMC. Youngstown State Accounting BS. Strong.

LinkedIn Email Phone

Work Experience

PNC

Investment Associate · 10 months

Premier Bank

Financial Consultant · 9 years 9 months

J.P. Morgan Securities LLC

Licensed Personal Banker · 1 year 6 months

United States Marine Corps

Supervisor/SGT. E-5 · 4 years

+ 3 more positions

Qualification Criteria 2 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

acquiring marketing legal insurance securities finra llc less investment strategies regulatory requirements

85%

B K**

CRA - Fidelity Investments

Lexington, Kentucky, United States 3 years 9 months

This candidate explicitly holds Series 7 and has clear client-facing advocacy experience, though primary role wasn't purely Financial Services Professional, they possess required licenses. CRA (4 mo) → VP/AE (HealthLinx 3 yrs 7 mo) → BS Finance. Strong.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Customer Relationship Advocate · 4 months

HealthLinx®

VP of Solutions - Account Executive · 2 years 7 months

HealthLinx®

Associate Account Executive · 1 year

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

85%

C B

QA Manager DFW Airport, Design Code and Construction

Dallas, Texas, United States 19 years

This candidate explicitly holds both Series 7 and Series 66 licenses and has strong historical experience as a Financial Advisor and Private Client Advisor, indicating relevant experience, though AWMA is missing. QA Manager (current role) → Sr. Specialist HNW at Schwab (recent financial role) → Advisors roles with licenses. Strong.

LinkedIn Email Phone

Work Experience

Wells Fargo

Branch Manager · 2 years

New York Life Insurance Company

Agent · 1 year

24 Hour Fitness

Fitness Manager · 2 years 7 months

Wells Fargo

Personal Banker II · 1 year 4 months

+ 6 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

assurance responsible retail sales profitability teamwork salary administration budgets schedules less fitness +8 more

85%

K B

Financial Professional

Chandler, Arizona, United States 19 years 3 months

Strong financial professional experience with required Series 7 and 66, but the role titles lean towards operations/consulting rather than pure advisory, and AWMA is missing. CMG Ops Mgr → United Planners OSJ Mgr → MassMutual Consultant, holds Series 7, 24, 53, 66. Strong.

LinkedIn Email Phone

Work Experience

Capital Management Group (CMG)

Operations Manager · 9 years

United Planners Financial Services

Home Office OSJ Manager · 7 years 8 months

MassMutual

Business Acceptance Consultant · 2 years 8 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

operations

80%

A D**

Wealth Management Specialist, AWMA®

Birmingham, Alabama, United States 14 years 4 months

She strongly matches the professional title, AWMA, and client management, but the required Series 7 and 66 are missing from the profile. Wealth Management Specialist, AWMA → Merrill Lynch partner, focus on client service and relationships (10+ years in FS). Strong.

LinkedIn Email Phone

Work Experience

Merrill Lynch

Wealth Management Specialist, AWMA®

ADP

District Manager · 9 months

The Campus Special

Account Executive Intern · 6 months

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

management proactive planning less adp outsourcing payroll administration engagement compliance risk cpa +8 more

80%

F P

Finance/Banking Professional

Patchogue, New York, United States 7 years 1 month

This professional has the required Series 7 and Series 66 certifications and relevant banking/advisor experience, but is missing the AWMA certification. Merrill Lynch → Bank of America → Capital One, holds Series 7/66, CRPC. Strong.

LinkedIn Email Phone

Work Experience

Capital One

Multi-Branch Ambassador · 2 years 3 months

Bank of America

Financial Advisor Program

Merrill Lynch

Financial Solutions Advisor

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

finance creative audit producing money market customer satisfaction

80%

J M

Business Acceptance Consultant

Phoenix, United States 19 years 9 months

This candidate has significant regulatory and licensing background relevant to financial services. Ex-Edward Jones → MassMutual Compliance, strong FINRA background with Series 4, 7, 9/10, 24, 53, 66. Excellent.

LinkedIn Email Phone

Work Experience

MassMutual

Business Acceptance Consultant · 6 years 9 months

Edward Jones

Compliance Principal · 13 years 1 month

Qualification Criteria 3 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

compliance

80%

M K

Author, Speaker,

New Albany, Indiana, United States 45 years 5 months

Explicitly holds Series 7 and states banking/investments experience, covering FSP and client management, but Series 66 and AWMA are absent. PNC Bank AVP → Fifth Third FA → Merrill Lynch Registered Sales Associate. Strong.

LinkedIn Email Phone

Work Experience

Adopt An Attitude

Author, Speaker · 17 years 11 months

Scent -Sations

Distributor · 15 years

Fifth Third Securities

Assistant Vice President, Financial Advisor · 12 years 10 months

Merrill Lynch

Registered Sales Associate · 15 years 5 months

+ 1 more positions

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

retail management banking sales investments compliance health insurance retail management series 7 health insurance

80%

R J

Wealth Advisor with J.P. Morgan Wealth Management

Miami, Florida, United States 8 years 5 months

This individual is a Wealth Advisor currently working in financial services and holds the required licenses, though the requested certification is missing. Wealth Advisor at J.P. Morgan → Started as Associate Banker in college, holds Series 7 & 66. Experience noted with corporate executives and foundations suggests client management. Education: UMass Boston (BA Econ/IR). Strong.

LinkedIn Email Phone

Work Experience

Roots

Sales Associate · 6 months

UNIQLO

Sales Associate · 1 year 4 months

J.P. Morgan

Wealth Advisor

JPMorgan Chase & Co.

Associate · 2 years 3 months

Qualification Criteria 4 met, 1 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

p management foundations finra marketing military avid transmission securities llc annuities insurance +8 more

80%

A W

Wells Fargo Senior Premier Banker - Assistant Vice President

Salt Lake City, Utah, United States 7 years 10 months

Strong match with current relationship banker role and explicit listing of Series 7/65/63 licenses, though Series 66 and AWMA are missing. Wells Fargo/Fidelity → current Wells Fargo AVP, holds Series 7. Strong.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Customer Relations Associate · 1 year 3 months

Wells Fargo

Senior Premier Banker- Assistant Vice President · 3 months

Backcountry

Customer Service Representative · 3 years 4 months

Fidelity Investments

College Planning Specialist · 1 year

+ 1 more positions

Qualification Criteria 3 met, 2 not

AWMA certification

Series 7 certification

Series 66 certification

Client management experience

Financial Services Professional

Skills & Expertise

literacy education planning customer relations customer service

Candidate Profiles

A*** N****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

S**** W***

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

E**** S****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

G**** C****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

G**** S****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

K**** W****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

A**** S****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

E**** C****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

T*** G***

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

L**** A****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

T*** N****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

K**** C****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

J**** P****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

K**** M****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

T**** M****

Work Experience

Qualification Criteria 2 met, 2 not

Skills & Expertise

S*** K****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

C**** V****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

K*** R****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

W**** M****

Work Experience

Qualification Criteria 3 met, 2 not

K**** M**

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

A* N**

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