Resumes & CV records
Resumes
Partner, Investment Advisor
Location:
Atlanta, GA
Industry:
Financial Services
Work:
Partner, Investment Advisor Keogler Morgan Jan 1988 - Dec 1997
Financial Advisor Vining Financial Services, Inc. Jan 1988 - Dec 1997
Financial Advisor With Vining Financial Services Specializing In Wealth Managment | Investments | Insurance Bear Stearns Jan 1986 - Apr 1987
Financial Advisor
Education:
College For Financial Planning 1996 - 1998
Oglethorpe University 1968 - 1972
Bachelors, Bachelor of Arts, Teaching, Elementary Education, Education Conestoga High School
College of Financial Planning
Oglethorpe University 1968 - 1972
Bachelors, Bachelor of Arts, Teaching, Elementary Education, Education Conestoga High School
College of Financial Planning
Skills:
Retirement Planning, Wealth Management, Retirement, Investment Advisory, Estate Planning, Securities, Financial Services, 401K, Personal Finance, Disability Insurance, Finra, Fixed Annuities, Wealth Management Services, Finance, Tax, Mutual Funds, Iras, Investments, Long Term Care, 401K Rollovers, Life Insurance, Financial Planning, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Indexed Annuities, Series 7, Insurance, Financial Advisory, Variable Annuities, Risk Management, Strategic Planning, Management, Leadership
Interests:
Children
Languages:
English
Certifications:
Life & Health Insurance License
Series 7, 24, 63, 65
Registered Financial Consulant (Rfc)
Certified Senior Advisor (Csa)®
Certified Senior Advisor (Csa)
Multiple States
Financial Industry Regulatory Authority (Finra)
International Association of Registered Financial Consultants
Certified Senior Advisors
Series 7, 24, 63, 65
Registered Financial Consulant (Rfc)
Certified Senior Advisor (Csa)®
Certified Senior Advisor (Csa)
Multiple States
Financial Industry Regulatory Authority (Finra)
International Association of Registered Financial Consultants
Certified Senior Advisors
Karen Vining
Skills:
Microsoft Office, Microsoft Excel
Karen Vining
Financial Planner And Wealth Management Professional
Position:
President at Vining Financial Services, Inc. A Registered Investment Advisor
Location:
Greater Atlanta Area
Industry:
Financial Services
Work:
Vining Financial Services, Inc. A Registered Investment Advisor
since Jan 1995
President
President
Education:
College for Financial Planning 1996 - 1998
Oglethorpe University 1968 - 1972
BA Education
Oglethorpe University 1968 - 1972
BA Education
Skills:
Retirement Planning, Wealth Management, Strategic Financial Planning, Retirement, Investment Advisory, Estate Planning, Series 7, Securities, Financial Advisory, Insurance, Financial Planners, 401k
President, Vining Financial Services, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services