Tim Lay resumes & CV records
Resumes
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Tim Lay
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Tim Lay
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Tim Lay
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Tim Lay
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Tim Lay
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Investment Advisor Representative At Transamerica Financial Advisors, Inc.
Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., Senior Marketing Director at World Financial Group (WFG)
Location:
Sisters, Oregon
Industry:
Financial Services
Work:
Transamerica Financial Advisors, Inc.
- California, Nevada, Oregon, Washington and Texas since Jan 2012
Investment Advisor Representative World Financial Group (WFG) since 2000
Senior Marketing Director Investment Advisors International Aug 2009 - Dec 2011
Financial Advisor Nationwide Financial Network Dec 2003 - Sep 2007
Regional Sales Director Reliable Power / Energy Systems 1996 - 2000
Office Manager US Army 1989 - 1997
Legal Specialist
Investment Advisor Representative World Financial Group (WFG) since 2000
Senior Marketing Director Investment Advisors International Aug 2009 - Dec 2011
Financial Advisor Nationwide Financial Network Dec 2003 - Sep 2007
Regional Sales Director Reliable Power / Energy Systems 1996 - 2000
Office Manager US Army 1989 - 1997
Legal Specialist
Education:
Kaplan University 2010 - 2010
Portland State University 1996 - 1997
Northwest Nazarene University 1989 - 1990
Milwaukie High School 1984 - 1988
Portland State University 1996 - 1997
Northwest Nazarene University 1989 - 1990
Milwaukie High School 1984 - 1988
Skills:
Series 24, Series 7, Series 66, Wealth Management, 401k, IRA's, Financial Planning, Retirement Planning, Asset Management, Investments, Portfolio Management, Financial Advisory, Public Speaking, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth, Retirement Income Strategies, Investment Advisory, Estate Planning, Business Planning, Strategic Planning, Small Business, Insurance, Annuities, Long Term Care, Disability Insurance, Retirement, Securities, Compliance, Mutual Funds, Series 6, Annuity, Risk Management, Term Life Insurance, Pensions, Sales Management, New Business Development, Employee Benefits, Mentoring, Marketing Strategy, Financial Markets, Roth IRA, Investment Strategies, Series 63, Long-term Care, Personal Finance
Interests:
Financial Planning and Sharing the "Active Money Management Story"
Awards:
100,000 FAMILIES IN 100 DAYS.
World Financial Group
World Financial Group (WFG) salutes its outstanding associates who led the way in our campaign to help 100,000 FAMILIES IN 100 DAYS. http://www.timothylay.com/p/in-the-news
World Financial Group
World Financial Group (WFG) salutes its outstanding associates who led the way in our campaign to help 100,000 FAMILIES IN 100 DAYS. http://www.timothylay.com/p/in-the-news