Joshua M Mcclellan, Age 405705 Regents Row, Tyler, TX 75703

Mentions for Joshua M Mcclellan

Joshua Mcclellan resumes & CV records

Resumes

Ria Compliance Consultant

Location:

Garland, TX

Industry:

Financial Services

Work:

1St Global
Ria Compliance Consultant 1St Global Mar 2014 - Sep 2015
Relationship Manager 1St Global Mar 2014 - Sep 2015
Compliance Consultant 1St Global Dec 2012 - Mar 2014
Client Services Representative Avantax Wealth Management℠ Dec 2012 - Mar 2014
Ria Compliance Consultant New York Life Insurance Company Oct 2009 - 2012
Brokerage Consultant To Nylife Securities New York Life Insurance Company Jul 2008 - Oct 2009
Variable Product Service Associate

Education:

The University of Texas at Dallas 2006 - 2008
Bachelors, Bachelor of Arts, History University of Houston 2002 - 2004

Skills:

Accredited Asset Management Specialist, Securities, Investments, Financial Services, Investment Strategies, Mutual Funds, Trading, Financial Advisory, Finra, Wealth Management, Finra Series 7, Retirement Planning, Retirement, Insurance, Asset Allocation, Equities, Financial Planning, Investment Advisory

Certifications:

Accredited Asset Management Specialist

Joshua Mcclellan

Work:

Ideal Decks & Fencing

Education:

Poudre High School

Joshua Mcclellan

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