FSC Securities Corporation
Description
Address: 2300 Windy Ridge Pkwy SE, Atlanta, GA 30339 Phone: (800) 547-2382Place name: : : Website: Hours: : : Category: : : Website: https://www.joinfsc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (4) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FSC Securities Corporation Posting publicly on the Web Write a review Reviews 1 Google review
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FSC Securities Corporation Employees
Employee
Years
Job
Industry
Tony Noble Tony Noble's FSC Securities Corporation Experience December 2006 - Present
Job Investment Advisor Representative at FSC Securities Corporation
Industry Financial Services
Experience
Tri-County General Insurance Agency, Inc. January 2009 - Present
A.E. Noble & Associates, Inc. January 2007 - Present
FSC Securities Corporation December 2006 - Present
A.E. Noble & Associates, Inc. January 2004 - December 2006
Skills
Series 6, Series 7, Series 63, Series 65, Property & Casualty..., Life & Health Insurance..., Retirement Planning, Fixed Annuities, Indexed Annuities, Variable Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Estate Planning, Investment Advisory, College Savings Plans, Investments, Long-term Care, Financial Advisory, Retirement, Uniform Combined State..., 401k, Long Term Care Insurance, Strategic Financial..., Securities, Insurance, Disability Insurance, Financial Planning, Medicare Supplements, Medicare Advantage, Medicare
Education
University of Phoenix 2008 — 2012
Bachelor's Degree, Business/Finance, 3.0
Keystone College 2003 — 2008
Associate's Degree, IT: Business Information Systems, 3.5
Penn State University-Lehman Campus 2000 — 2000
Certificate Program, Web/Multimedia Management and Webmaster, A
Tunkhannock Area High School 1995 — 1998
Tri-County General Insurance Agency, Inc. January 2009 - Present
A.E. Noble & Associates, Inc. January 2007 - Present
FSC Securities Corporation December 2006 - Present
A.E. Noble & Associates, Inc. January 2004 - December 2006
Skills
Series 6, Series 7, Series 63, Series 65, Property & Casualty..., Life & Health Insurance..., Retirement Planning, Fixed Annuities, Indexed Annuities, Variable Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Estate Planning, Investment Advisory, College Savings Plans, Investments, Long-term Care, Financial Advisory, Retirement, Uniform Combined State..., 401k, Long Term Care Insurance, Strategic Financial..., Securities, Insurance, Disability Insurance, Financial Planning, Medicare Supplements, Medicare Advantage, Medicare
Education
University of Phoenix 2008 — 2012
Bachelor's Degree, Business/Finance, 3.0
Keystone College 2003 — 2008
Associate's Degree, IT: Business Information Systems, 3.5
Penn State University-Lehman Campus 2000 — 2000
Certificate Program, Web/Multimedia Management and Webmaster, A
Tunkhannock Area High School 1995 — 1998
James Watkins, III, JD, CFP®, AWMA® James Watkins, III, JD, CFP®, AWMA®'s FSC Securities Corporation Experience September 1998 - August 1999
Job CEO/Managing Member at InvestSense, LLC
Industry Financial Services
Experience
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
John Sklencar John Sklencar's FSC Securities Corporation Experience April 1994 - Present
Job President, CEO & Founder
Industry Financial Services
Experience
Physicans Private Client Group December 2010 - Present
FSC Securities Corporation April 1994 - Present
AMA Investment Advisors April 1989 - 1994
Meritor Financial Group September 1986 - September 1988
Provident Mutual - Delaware Valley Financial Group September 1984 - April 1986
John Hancock Financial Services September 1982 - September 1984
Internal Revenue Service June 1980 - September 1982
Skills
Wealth Management, Investment Advisory, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Solutions, Retirement Plan..., Estate Planning, Insurance, Financial Planning, Investment Strategies, Tax Advantaged Investing, Disability Insurance, College Savings Plans, Compliance, Securities, Personal Tax Planning, Series 7, Series 65, Series 24, Series 6, Series 63, Life Insurance
Education
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
The American College
Chfc, CFP, CLU candidate
Physicans Private Client Group December 2010 - Present
FSC Securities Corporation April 1994 - Present
AMA Investment Advisors April 1989 - 1994
Meritor Financial Group September 1986 - September 1988
Provident Mutual - Delaware Valley Financial Group September 1984 - April 1986
John Hancock Financial Services September 1982 - September 1984
Internal Revenue Service June 1980 - September 1982
Skills
Wealth Management, Investment Advisory, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Solutions, Retirement Plan..., Estate Planning, Insurance, Financial Planning, Investment Strategies, Tax Advantaged Investing, Disability Insurance, College Savings Plans, Compliance, Securities, Personal Tax Planning, Series 7, Series 65, Series 24, Series 6, Series 63, Life Insurance
Education
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
The American College
Chfc, CFP, CLU candidate
Terri Hensley Terri Hensley's FSC Securities Corporation Experience January 1992 - January 2002
Job School Counselor
Industry Mental Health Care
Experience
Varsity Lakes Middle School July 2012 - Present
Florida Gulf Coast University July 2009 - May 2012
Southwest Florida Wealth Group July 2008 - January 2012
Shanghai Resort 2004 - 2008
Innovative Healthcare/Healthmark Medical January 2006 - August 2007
Grady's Restaurant 2003 - 2004
FSC Securities Corporation January 1992 - January 2002
Skills
Counseling, Teaching, Research, management, Psychotherapy, Management, Training
Education
Florida Gulf Coast University 2009 — 2012
M.A., School Counseling
University of Tennessee-Knoxville 2003 — 2005
Bachelor of Arts, Psychology
Varsity Lakes Middle School July 2012 - Present
Florida Gulf Coast University July 2009 - May 2012
Southwest Florida Wealth Group July 2008 - January 2012
Shanghai Resort 2004 - 2008
Innovative Healthcare/Healthmark Medical January 2006 - August 2007
Grady's Restaurant 2003 - 2004
FSC Securities Corporation January 1992 - January 2002
Skills
Counseling, Teaching, Research, management, Psychotherapy, Management, Training
Education
Florida Gulf Coast University 2009 — 2012
M.A., School Counseling
University of Tennessee-Knoxville 2003 — 2005
Bachelor of Arts, Psychology
Mandy Mullen Thome Mandy Mullen Thome's FSC Securities Corporation Experience March 2000 - December 2004
Job Office Manager at Financial Planning Advisory Services, Inc
Industry Financial Services
Experience
FINANCIAL PLANNING ADVISORY SERVICES, INC January 2005 - Present
FSC Securities Corporation March 2000 - December 2004
FSC Securities Corporation November 1999 - March 2000
FSC Securities Corporation March 1999 - November 1999
FSC Securities Corporation January 1997 - March 1999
FSC Securities Corporation September 1996 - January 1997
Skills
Series 63, Series 24, Series 6, Series 65, Series 7
Education
University of Mississippi 1992 — 1996
BA, Managerial Finance
University of Mississippi 1992 — 1996
Bachelor, Business Administration
FINANCIAL PLANNING ADVISORY SERVICES, INC January 2005 - Present
FSC Securities Corporation March 2000 - December 2004
FSC Securities Corporation November 1999 - March 2000
FSC Securities Corporation March 1999 - November 1999
FSC Securities Corporation January 1997 - March 1999
FSC Securities Corporation September 1996 - January 1997
Skills
Series 63, Series 24, Series 6, Series 65, Series 7
Education
University of Mississippi 1992 — 1996
BA, Managerial Finance
University of Mississippi 1992 — 1996
Bachelor, Business Administration
Joseph Giangiulio Joseph Giangiulio's FSC Securities Corporation Experience January 2004 - Present
Job Experienced & Trusted Advisor
Industry Financial Services
Experience
NettWorth Financial Group January 2004 - Present
FSC Securities Corporation January 2004 - Present
Joseph Giangiulio,CPA/PFS, CFP 1982 - Present
Financial Network Investment Corporation January 1989 - December 2003
Financial Network Investment Corporation, Member SIPC July 1983 - December 1989
Skills
Strategic Financial..., Financial Planners, Finance, Financial Services, Portfolio Management, Asset Management, Small Business, Personal Finance, CPA, Retirement, Customer Service, Investments, Executive Positions, Retirement Planning, Tax, Management Consulting, Asset Managment, IRAs, Financial Advisory
Education
Shippensburg University of Pennsylvania 1971 — 1975
Bachelor of Applied Science (BASc), Business Administration and Management, General
NettWorth Financial Group January 2004 - Present
FSC Securities Corporation January 2004 - Present
Joseph Giangiulio,CPA/PFS, CFP 1982 - Present
Financial Network Investment Corporation January 1989 - December 2003
Financial Network Investment Corporation, Member SIPC July 1983 - December 1989
Skills
Strategic Financial..., Financial Planners, Finance, Financial Services, Portfolio Management, Asset Management, Small Business, Personal Finance, CPA, Retirement, Customer Service, Investments, Executive Positions, Retirement Planning, Tax, Management Consulting, Asset Managment, IRAs, Financial Advisory
Education
Shippensburg University of Pennsylvania 1971 — 1975
Bachelor of Applied Science (BASc), Business Administration and Management, General
Steve H. Nelson Steve H. Nelson's FSC Securities Corporation Experience February 1988 - Present
Job Financial Advisor at FSC Securities Corp.
Industry Financial Services
Experience
AēGIS Financial Group, Inc. September 1994 - Present
FSC Securities Corporation February 1988 - Present
New York life February 1988 - October 1990
Skills
Retirement Income...
Education
Arizona State University 1984 — 1987
B.S. in Finance, Finance, Investments
AēGIS Financial Group, Inc. September 1994 - Present
FSC Securities Corporation February 1988 - Present
New York life February 1988 - October 1990
Skills
Retirement Income...
Education
Arizona State University 1984 — 1987
B.S. in Finance, Finance, Investments
Lester Koryczan Lester Koryczan's FSC Securities Corporation Experience September 1993 - Present
Job Registered Principal at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities Corporation September 1993 - Present
Lester Z Koryczan CPA 2000 - 2013
Comprehensive Financial Planning Inc May 1986 - September 1993
Bank of Hickory Hills 1984 - 1986
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Wealth Management, Financial Planners, Retirement, Financial Advisory, Mutual Funds, Investments, Wealth, Series 7, IRAs, Personal Financial..., Series 24, Series 63, Series 65, CPA, CFP, Portfolio Management, Financial Planning, Securities, FINRA, Financial Services, Certified Financial...
Education
College of Financial Planning 2004 — 2008
Master of Science (MS), Financial Planning and Services
DePaul University 1969 — 1972
Bachelor of Science (B.S.), Accounting
FSC Securities Corporation September 1993 - Present
Lester Z Koryczan CPA 2000 - 2013
Comprehensive Financial Planning Inc May 1986 - September 1993
Bank of Hickory Hills 1984 - 1986
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Wealth Management, Financial Planners, Retirement, Financial Advisory, Mutual Funds, Investments, Wealth, Series 7, IRAs, Personal Financial..., Series 24, Series 63, Series 65, CPA, CFP, Portfolio Management, Financial Planning, Securities, FINRA, Financial Services, Certified Financial...
Education
College of Financial Planning 2004 — 2008
Master of Science (MS), Financial Planning and Services
DePaul University 1969 — 1972
Bachelor of Science (B.S.), Accounting
Elizabeth Leeseberg Elizabeth Leeseberg's FSC Securities Corporation Experience September 2000 - May 2013
Job Relationship & Compliance Mgr. at Harwood Financial Group
Industry Financial Services
Experience
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
Jennifer G. Preston, CFP® Jennifer G. Preston, CFP®'s FSC Securities Corporation Experience May 2005 - May 2013
Job Field Investment Advisor Rep
Industry Financial Services
Experience
Advised Assets Group, LLC November 2013 - Present
NestWise May 2013 - September 2013
The Daily Financial Clarity October 2012 - May 2013
FSC Securities Corporation May 2005 - May 2013
RFG, Inc. May 2005 - September 2012
Barrington Financial April 2002 - May 2004
Deloitte July 2000 - April 2002
Fifth Third Bank - (acquired Citizens Federal Bank) 1995 - 1998
Education
Wright State University
Bachelor of Science in Business, Financial Services Major
College for Financial Planning 2009 — 2009
CFP Mentor Professional Education Program Certificate
Advised Assets Group, LLC November 2013 - Present
NestWise May 2013 - September 2013
The Daily Financial Clarity October 2012 - May 2013
FSC Securities Corporation May 2005 - May 2013
RFG, Inc. May 2005 - September 2012
Barrington Financial April 2002 - May 2004
Deloitte July 2000 - April 2002
Fifth Third Bank - (acquired Citizens Federal Bank) 1995 - 1998
Education
Wright State University
Bachelor of Science in Business, Financial Services Major
College for Financial Planning 2009 — 2009
CFP Mentor Professional Education Program Certificate
David Robinson, CFP®, AAMS® David Robinson, CFP®, AAMS®'s FSC Securities Corporation Experience 1994 - 2011
Job President and CEO at Resource Consulting Group, Inc.
Industry Financial Services
Experience
FSC Securities December 1989 - Present
Resource Consulting Group, Inc. January 1989 - Present
FSC Securities Corporation 1994 - 2011
Education
Midwestern State University
BBA
FSC Securities December 1989 - Present
Resource Consulting Group, Inc. January 1989 - Present
FSC Securities Corporation 1994 - 2011
Education
Midwestern State University
BBA
Erin Minor, CFP®'s FSC Securities Corporation Experience December 1989 - Present
Job Sr. Wealth Manager/VP of Marketing
Industry Financial Services
Experience
Resource Consulting Group January 2001 - Present
FSC Securities Corporation December 1989 - Present
Education
Texas State University 1997 — 2000
Marketing/ Finance, Finance
Resource Consulting Group January 2001 - Present
FSC Securities Corporation December 1989 - Present
Education
Texas State University 1997 — 2000
Marketing/ Finance, Finance
Floyd Miller Floyd Miller's FSC Securities Corporation Experience 1985 - Present
Job Financial Advisor with FSC Securities
Industry Financial Services
Experience
FSC Securities Corporation 1985 - Present
Skills
Mutual Funds, Financial Advisory, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement
Education
Prairie View A&M University 1967 — 1971
Bachelor of Science
FSC Securities Corporation 1985 - Present
Skills
Mutual Funds, Financial Advisory, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement
Education
Prairie View A&M University 1967 — 1971
Bachelor of Science
Greg Merkle Greg Merkle's FSC Securities Corporation Experience February 2009 - Present
Job Financial Advisor at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities Corporation February 2009 - Present
greater buffalo usbc 2006 - Present
Advantage Capital Corporation February 1995 - February 2009
Education
University of Pittsburgh 1981 — 1985
B.A., Writing and Public Relations
iroquois central
FSC Securities Corporation February 2009 - Present
greater buffalo usbc 2006 - Present
Advantage Capital Corporation February 1995 - February 2009
Education
University of Pittsburgh 1981 — 1985
B.A., Writing and Public Relations
iroquois central
Cheryl Klekar Cheryl Klekar's FSC Securities Corporation Experience April 2003 - September 2003
Job Office Manager Executive Business Partner at Klekar Construction & Painting
Industry Financial Services
Experience
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Jason DelaCruz Jason DelaCruz's FSC Securities Corporation Experience December 1996 - December 2006
Job Covered CA Certified Insurance Agent at ER Insurance Services
Industry Financial Services
Experience
ER Insurance Services October 2013 - Present
ER Insurance Services August 2011 - Present
American General Life and Accident October 2008 - November 2011
MassMutual Financial Group January 2007 - June 2008
FSC Securities Corporation December 1996 - December 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Retirement Planning, 401k, Workers Compensation, Long-term Care, Investments, Finance, IRAs, Health Insurance, Estate Planning, Direct Sales, Small Business, Underwriting, Strategic Financial..., Mutual Funds, Wealth Management, Training, Financial Planners, Medicare, Sales, Financial Services, Leadership, Benefits Administration
Education
San Diego State University-California State University
ER Insurance Services October 2013 - Present
ER Insurance Services August 2011 - Present
American General Life and Accident October 2008 - November 2011
MassMutual Financial Group January 2007 - June 2008
FSC Securities Corporation December 1996 - December 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Retirement Planning, 401k, Workers Compensation, Long-term Care, Investments, Finance, IRAs, Health Insurance, Estate Planning, Direct Sales, Small Business, Underwriting, Strategic Financial..., Mutual Funds, Wealth Management, Training, Financial Planners, Medicare, Sales, Financial Services, Leadership, Benefits Administration
Education
San Diego State University-California State University
Sean F Maguire Sean F Maguire's FSC Securities Corporation Experience March 2002 - December 2008
Job Business Development Manager at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities January 2009 - Present
FSC Securities Corporation March 2002 - December 2008
FSC Securities Corporation November 2000 - February 2002
Skills
Investment Advisory, Estate Planning, Mutual Funds, Program Management, Series 63, Series 7, Business Development, Securities, Management, Wealth Management, Retirement Planning, Portfolio Management, Investments, Investment Strategies, Asset Management, Retirement, Financial Advisory, Strategic Financial..., Financial Services
Education
Eckerd College 1991 — 1995
BA, Business Management
FSC Securities January 2009 - Present
FSC Securities Corporation March 2002 - December 2008
FSC Securities Corporation November 2000 - February 2002
Skills
Investment Advisory, Estate Planning, Mutual Funds, Program Management, Series 63, Series 7, Business Development, Securities, Management, Wealth Management, Retirement Planning, Portfolio Management, Investments, Investment Strategies, Asset Management, Retirement, Financial Advisory, Strategic Financial..., Financial Services
Education
Eckerd College 1991 — 1995
BA, Business Management
Gene Leyden Gene Leyden's FSC Securities Corporation Experience 1981 - Present
Job FSC Securities Corporation, Div. Mgr.
Industry Financial Services
Experience
Multivest Planning Corp April 1981 - Present
FSC Securities Corporation 1981 - Present
FSC Advisory Board ( formerly Advantage Capital Corp ) 1991-2008 1991 - 2008
Knollwood Country Club , President 1998- 2000 1991 - 2001
Financial Planning Association Westchester Rockland Chapter ( Formerly IAFP ) 1989 - 2000
Skills
Securities, Series 24, Investment Advisory, Series 63, Wealth Management, Insurance, Investments, Retirement Planning, Asset Allocation
Education
Fordham University 1971 — 1975
BS, Accounting, Finance
Brooklyn Preparatory HS 1967 — 1971
Multivest Planning Corp April 1981 - Present
FSC Securities Corporation 1981 - Present
FSC Advisory Board ( formerly Advantage Capital Corp ) 1991-2008 1991 - 2008
Knollwood Country Club , President 1998- 2000 1991 - 2001
Financial Planning Association Westchester Rockland Chapter ( Formerly IAFP ) 1989 - 2000
Skills
Securities, Series 24, Investment Advisory, Series 63, Wealth Management, Insurance, Investments, Retirement Planning, Asset Allocation
Education
Fordham University 1971 — 1975
BS, Accounting, Finance
Brooklyn Preparatory HS 1967 — 1971
Eric C. McConnell, CFP®, AIF® Eric C. McConnell, CFP®, AIF®'s FSC Securities Corporation Experience January 2010 - May 2014
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
John Carty-Campbell, CFP®, MBA John Carty-Campbell, CFP®, MBA's FSC Securities Corporation Experience July 2010 - Present
Job Senior Partner A Better Financial Group
Industry Financial Services
Experience
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
Greg Ringdahl, CFP® Greg Ringdahl, CFP®'s FSC Securities Corporation Experience June 2001 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Investment Management
Experience
Agnello Financial Group, Inc. June 2001 - Present
FSC Securities Corporation June 2001 - Present
Greg Ringdahl, CFP® January 1994 - Present
Greg Ringdahl, Financial Advisor February 1984 - December 1993
Skills
Investment Advisory, Personal Financial..., Retirement Planning, Retirement Savings, 401k Rollovers, Wealth Accumulation, Wealth Management, Life Insurance, Estate Planning, Strategic Financial...
Education
College for Financial Planning 1984 — 1993
CFP Professional Education Program
Florida Atlantic University 1979 — 1982
Bachelor of Business Administration, Finance
Palm Beach Community College 1977 — 1979
Associate of Arts, Business
Agnello Financial Group, Inc. June 2001 - Present
FSC Securities Corporation June 2001 - Present
Greg Ringdahl, CFP® January 1994 - Present
Greg Ringdahl, Financial Advisor February 1984 - December 1993
Skills
Investment Advisory, Personal Financial..., Retirement Planning, Retirement Savings, 401k Rollovers, Wealth Accumulation, Wealth Management, Life Insurance, Estate Planning, Strategic Financial...
Education
College for Financial Planning 1984 — 1993
CFP Professional Education Program
Florida Atlantic University 1979 — 1982
Bachelor of Business Administration, Finance
Palm Beach Community College 1977 — 1979
Associate of Arts, Business
Chuck Vickery Chuck Vickery's FSC Securities Corporation Experience October 1982 - January 2014
Job President at Vickery Financial Services, Inc.
Industry Financial Services
Experience
Vickery Financial Services, Inc. September 1982 - Present
FSC Securities Corporation October 1982 - January 2014
Skills
Investment Advisory, Retirement Planning, Estate Planning, Wealth Management, Retirement, Asset Allocation, 401k, Strategic Financial..., Investment Strategies, Financial Advisory, Wealth Management..., Series 63
Education
University of Georgia - Terry College of Business 1965 — 1970
BBA, Risk Managment
Vickery Financial Services, Inc. September 1982 - Present
FSC Securities Corporation October 1982 - January 2014
Skills
Investment Advisory, Retirement Planning, Estate Planning, Wealth Management, Retirement, Asset Allocation, 401k, Strategic Financial..., Investment Strategies, Financial Advisory, Wealth Management..., Series 63
Education
University of Georgia - Terry College of Business 1965 — 1970
BBA, Risk Managment
Karen Horton Karen Horton's FSC Securities Corporation Experience 1989 - 2002
Job VPBusiness Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2011 - Present
Northside Hospital Forsyth August 2009 - Present
AIG ADVISORY GROUP 2007 - 2009
Financial Service Corporation 2002 - 2007
AIG SunAmerica 2001 - 2002
FSC Securities Corporation 1989 - 2002
Skills
Investment Advisory, Mutual Funds, Brokerage, Healthcare, Product Requirements, DTC, FINRA, Series 7, SEC reporting, Audit, Commission, Series 63, Series 24, Securities, Vendor, GAAP, Annuities, Financial Advisory, Data Analysis, Managed Accounts, Auditing, Vendors, Fixed Annuities, SEC filings, Training, Finance, Financial Services, Leadership, Software Documentation, Business Process, CRM, Project Management, Analysis, Business Analysis, Risk Management, Management
Education
AHIMA 2009 — 2011
CCA, Coding Basics Certification
Kennesaw State University 2009 — 2009
CMOA, Medical Office Assistant, Coding, Insurance Billing
University of Phoenix 2004 — 2006
MBA, Business Administration
Georgia State University
B.S, Biological Sciences/Chemistry Minor
Other Professional Experience
Bachelor's of Science, Biology/Biological Sciences, General
SunTrust Robinson Humphrey April 2011 - Present
Northside Hospital Forsyth August 2009 - Present
AIG ADVISORY GROUP 2007 - 2009
Financial Service Corporation 2002 - 2007
AIG SunAmerica 2001 - 2002
FSC Securities Corporation 1989 - 2002
Skills
Investment Advisory, Mutual Funds, Brokerage, Healthcare, Product Requirements, DTC, FINRA, Series 7, SEC reporting, Audit, Commission, Series 63, Series 24, Securities, Vendor, GAAP, Annuities, Financial Advisory, Data Analysis, Managed Accounts, Auditing, Vendors, Fixed Annuities, SEC filings, Training, Finance, Financial Services, Leadership, Software Documentation, Business Process, CRM, Project Management, Analysis, Business Analysis, Risk Management, Management
Education
AHIMA 2009 — 2011
CCA, Coding Basics Certification
Kennesaw State University 2009 — 2009
CMOA, Medical Office Assistant, Coding, Insurance Billing
University of Phoenix 2004 — 2006
MBA, Business Administration
Georgia State University
B.S, Biological Sciences/Chemistry Minor
Other Professional Experience
Bachelor's of Science, Biology/Biological Sciences, General
Julianne F. Andrews, MBA, CFP®, AIF® Julianne F. Andrews, MBA, CFP®, AIF®'s FSC Securities Corporation Experience 1992 - 2009
Job Financial Advisor to high net worth individuals including physicians and those at or nearing retirement.
Industry Financial Services
Experience
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation 1992 - 2009
Glass Financial Group 1988 - 1992
Skills
Wealth Management, Tax Planning, Estate Planning, Physician Advisor, Asset Protection, Investment Strategies, Strategic Financial..., Medical Practice Advisor, Tax Efficient Investing, Financial Planning
Education
University of Virginia 1981 — 1983
M.B.A., Finance
Purdue University 1976 — 1980
B.S., Industrial Engineering
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation 1992 - 2009
Glass Financial Group 1988 - 1992
Skills
Wealth Management, Tax Planning, Estate Planning, Physician Advisor, Asset Protection, Investment Strategies, Strategic Financial..., Medical Practice Advisor, Tax Efficient Investing, Financial Planning
Education
University of Virginia 1981 — 1983
M.B.A., Finance
Purdue University 1976 — 1980
B.S., Industrial Engineering
Carolyn Maloney Carolyn Maloney's FSC Securities Corporation Experience June 1994 - May 2002
Job Historic Staunton Foundation, Office Manager/Administrative Assistant
Industry Nonprofit Organization Management
Experience
Historic Staunton Foundation September 2013 - Present
Friends of the Library January 2014 - December 2014
StellarOne Bank October 2012 - September 2013
The London Company December 2010 - December 2011
Chase Investment Counsel September 2007 - December 2010
Staunton City Schools July 2006 - June 2007
FSC Securities Corporation June 1994 - May 2002
Skills
Asset Management, Investment Advisory, Management, Due Diligence, Financial Services, Series 7, Investments, AML, Banking, Equities, Financial Analysis, Asset Managment, Wealth Management, Mutual Funds, Compliance, Operations, Office Management, Databases, Reporting & Analysis, Presentations, Fundraising, Non-profit..., Payroll Administration, Series 63, Marketing, Strategic Planning
Education
James Madison University 2003 — 2006
MAT, Secondary Education, Biology
University of Arizona 1990 — 1991
n/a, Landscape Architecture
James Madison University 1984 — 1988
BA, Art History & Studio Art
Historic Staunton Foundation September 2013 - Present
Friends of the Library January 2014 - December 2014
StellarOne Bank October 2012 - September 2013
The London Company December 2010 - December 2011
Chase Investment Counsel September 2007 - December 2010
Staunton City Schools July 2006 - June 2007
FSC Securities Corporation June 1994 - May 2002
Skills
Asset Management, Investment Advisory, Management, Due Diligence, Financial Services, Series 7, Investments, AML, Banking, Equities, Financial Analysis, Asset Managment, Wealth Management, Mutual Funds, Compliance, Operations, Office Management, Databases, Reporting & Analysis, Presentations, Fundraising, Non-profit..., Payroll Administration, Series 63, Marketing, Strategic Planning
Education
James Madison University 2003 — 2006
MAT, Secondary Education, Biology
University of Arizona 1990 — 1991
n/a, Landscape Architecture
James Madison University 1984 — 1988
BA, Art History & Studio Art
Meghan Schilt, CMP Meghan Schilt, CMP's FSC Securities Corporation Experience 2003 - 2006
Job Events Manager at King & Spalding
Industry Events Services
Experience
King & Spalding March 2015 - Present
Apax Partners August 2008 - February 2015
Meeting Professionals International, Greater New York Chapter July 2012 - December 2013
Bear Stearns March 2006 - June 2008
FSC Securities Corporation 2003 - 2006
Skills
Meeting Planning, Food & Beverage, Hospitality, Budget, Registration, Marketing Communications, Leadership, Trade Shows, Marketing, Public Relations, Budgets, Incentives, Convention Services, Contract Negotiation, Hotels, Hospitality Management, Hospitality Industry, Event Management, Corporate Events
Education
Miami University 1997 — 2001
BA English Journalism
King & Spalding March 2015 - Present
Apax Partners August 2008 - February 2015
Meeting Professionals International, Greater New York Chapter July 2012 - December 2013
Bear Stearns March 2006 - June 2008
FSC Securities Corporation 2003 - 2006
Skills
Meeting Planning, Food & Beverage, Hospitality, Budget, Registration, Marketing Communications, Leadership, Trade Shows, Marketing, Public Relations, Budgets, Incentives, Convention Services, Contract Negotiation, Hotels, Hospitality Management, Hospitality Industry, Event Management, Corporate Events
Education
Miami University 1997 — 2001
BA English Journalism
Jonathan Greer, CFP® Jonathan Greer, CFP®'s FSC Securities Corporation Experience December 1989 - Present
Job Wealth Manager at Resource Consulting Group
Industry Financial Services
Experience
Resource Consulting Group April 2006 - Present
FSC Securities Corporation December 1989 - Present
Education
The University of Texas at Austin 2000 — 2004
BA, Economics / Business
Resource Consulting Group April 2006 - Present
FSC Securities Corporation December 1989 - Present
Education
The University of Texas at Austin 2000 — 2004
BA, Economics / Business
Mark Porter, CPA Mark Porter, CPA's FSC Securities Corporation Experience January 1995 - Present
Job Retirement Plan Advisor & Investment Management
Industry Financial Services
Experience
Brinson-RFG December 1995 - Present
FSC Securities Corporation January 1995 - Present
New England Financial March 1985 - December 1994
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
Brinson-RFG December 1995 - Present
FSC Securities Corporation January 1995 - Present
New England Financial March 1985 - December 1994
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
Scott Nazarenus, CFP® Scott Nazarenus, CFP®'s FSC Securities Corporation Experience December 1989 - Present
Job Chief Investment Officer / Sr. Wealth Manager at Resource Consulting Group
Industry Financial Services
Experience
Resource Consulting Group January 1992 - Present
FSC Securities Corporation December 1989 - Present
Skills
Investments, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Financial Advisory, Securities, Financial Risk
Education
The University of Texas at Austin
Resource Consulting Group January 1992 - Present
FSC Securities Corporation December 1989 - Present
Skills
Investments, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Financial Advisory, Securities, Financial Risk
Education
The University of Texas at Austin
Darron Stover Darron Stover's FSC Securities Corporation Experience May 1995 - Present
Job Investment Advisor Representative at FSC Securities Corporation
Industry Investment Management
Experience
Invest For Change, LLC May 1995 - Present
FSC Securities Corporation May 1995 - Present
FSC Securities Corporation May 1995 - Present
Skills
Portfolio Management, Asset Allocation, Social Responsibility, Investments, Strategic Planning, Program Management, Non-profits, Public Speaking, Budgets, Community Outreach, Data Analysis, Research, Business Strategy, Public Relations, Nonprofits, Customer Service, Policy Analysis, Finance, Leadership, Retirement Planning, Public Policy, Small Business, Financial Analysis
Education
Elon University 1993 — 1995
Master's degree
Elon University 1989 — 1993
BS
Invest For Change, LLC May 1995 - Present
FSC Securities Corporation May 1995 - Present
FSC Securities Corporation May 1995 - Present
Skills
Portfolio Management, Asset Allocation, Social Responsibility, Investments, Strategic Planning, Program Management, Non-profits, Public Speaking, Budgets, Community Outreach, Data Analysis, Research, Business Strategy, Public Relations, Nonprofits, Customer Service, Policy Analysis, Finance, Leadership, Retirement Planning, Public Policy, Small Business, Financial Analysis
Education
Elon University 1993 — 1995
Master's degree
Elon University 1989 — 1993
BS
Edward Kucharski CFP® Edward Kucharski CFP®'s FSC Securities Corporation Experience 2001 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
FSC Securities Corporation 2001 - Present
Kucharski Financial Services, LLC September 1988 - Present
FIRST CHOICE LOAN SERVICES INC. 2011 - 2012
Referal Group Inc. 2003 - 2012
American Express Financial Advisors January 1984 - September 1988
Skills
Retirement Income..., Wealth Management, Wealth Transfer Planning, Retirement Plan..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Securities, Investment Strategies, Portfolio Management, Financial Services, Financial Planners, Finance, 401k, Small Business, FINRA, Wealth Accumulation
Education
College for Financial Planning 1988 — 1989
CFP, Certified Financial Planner Designation
West Chester University of Pennsylvania 1975 — 1979
Bachelor of Science, Criminal Justice
FSC Securities Corporation 2001 - Present
Kucharski Financial Services, LLC September 1988 - Present
FIRST CHOICE LOAN SERVICES INC. 2011 - 2012
Referal Group Inc. 2003 - 2012
American Express Financial Advisors January 1984 - September 1988
Skills
Retirement Income..., Wealth Management, Wealth Transfer Planning, Retirement Plan..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Securities, Investment Strategies, Portfolio Management, Financial Services, Financial Planners, Finance, 401k, Small Business, FINRA, Wealth Accumulation
Education
College for Financial Planning 1988 — 1989
CFP, Certified Financial Planner Designation
West Chester University of Pennsylvania 1975 — 1979
Bachelor of Science, Criminal Justice
Raymond Gordon Raymond Gordon's FSC Securities Corporation Experience January 2004 - June 2005
Job Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2015 - Present
CARE USA October 2014 - January 2015
Moxie Interactive February 2014 - June 2014
InComm March 2012 - August 2013
Cybertary Atlanta March 2010 - March 2012
McCamish Systems, L.L.C. June 2007 - November 2008
Resources Global Professionals June 2006 - June 2007
FSC Securities Corporation January 2004 - June 2005
Northern Trust Corporation January 2001 - September 2003
Northern Trust Corporation January 1999 - January 2001
Skills
Business Analysis, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Change Management, Six Sigma, QuickBooks, Social Media, Dimensional Modeling, Bookkeeping, SDLC, Visio, Business Process, Requirements Gathering, Program Management, Vendor Management, Strategic Planning, Team Building, Business Process..., SharePoint, Management Consulting, Software Documentation, Quality Assurance, Management, Analysis, Training, Software Development
Education
Georgia Institute of Technology
BS, Management Science
University of Michigan - Stephen M. Ross School of Business
MBA, MIS/Finance
Bank of America May 2015 - Present
CARE USA October 2014 - January 2015
Moxie Interactive February 2014 - June 2014
InComm March 2012 - August 2013
Cybertary Atlanta March 2010 - March 2012
McCamish Systems, L.L.C. June 2007 - November 2008
Resources Global Professionals June 2006 - June 2007
FSC Securities Corporation January 2004 - June 2005
Northern Trust Corporation January 2001 - September 2003
Northern Trust Corporation January 1999 - January 2001
Skills
Business Analysis, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Change Management, Six Sigma, QuickBooks, Social Media, Dimensional Modeling, Bookkeeping, SDLC, Visio, Business Process, Requirements Gathering, Program Management, Vendor Management, Strategic Planning, Team Building, Business Process..., SharePoint, Management Consulting, Software Documentation, Quality Assurance, Management, Analysis, Training, Software Development
Education
Georgia Institute of Technology
BS, Management Science
University of Michigan - Stephen M. Ross School of Business
MBA, MIS/Finance
Debra K. Barton Debra K. Barton's FSC Securities Corporation Experience September 2007 - December 2009
Job Owner of Barton Financial Services, Inc.
Industry Financial Services
Experience
H. Beck, Inc. September 2013 - Present
Barton Financial Services, Inc. September 2007 - Present
H. Beck, Inc. January 2010 - September 2013
FSC Securities Corporation September 2007 - December 2009
Hewlett-Packard September 1987 - May 2007
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Insurance, Investment Advisory, Retirement, Securities, Estate Planning, Risk Management, Financial Analysis, Equities, Financial Advisory, Investment Strategies, Fixed Annuities, FINRA, Alternative Investments
Education
Central Michigan University 1976 — 1980
Bachelors, Business Education
Kent City High School 1972 — 1976
H. Beck, Inc. September 2013 - Present
Barton Financial Services, Inc. September 2007 - Present
H. Beck, Inc. January 2010 - September 2013
FSC Securities Corporation September 2007 - December 2009
Hewlett-Packard September 1987 - May 2007
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Insurance, Investment Advisory, Retirement, Securities, Estate Planning, Risk Management, Financial Analysis, Equities, Financial Advisory, Investment Strategies, Fixed Annuities, FINRA, Alternative Investments
Education
Central Michigan University 1976 — 1980
Bachelors, Business Education
Kent City High School 1972 — 1976
Marian Aifah's FSC Securities Corporation Experience January 2007 - November 2008
Job SUPPLIER ENABLEMENT COORDINATOR at Priority Payment Systems
Industry Financial Services
Experience
Priority Payment Systems June 2015 - Present
Priority Payment Systems August 2011 - April 2015
McCamish Systems, LLC June 2009 - July 2010
FSC Securities Corporation January 2007 - November 2008
E*Trade Financial Services, LLC April 2006 - November 2006
Washington Mutual Savings Bank September 2004 - April 2006
AXA Financial Advisors, LLC November 2001 - August 2004
Skills
Fixed Annuities, Banking, Cold Calling, Leadership, Account Management, Securities, Insurance, Variable Annuities, Investments, Sales, Call Centers, Management, Strategy, Finance, Analysis, Financial Services
Education
Georgia Perimeter College
Associate's degree
Georgia Perimeter College
Associate's degree
Georgia Perimeter College
Associate Degree
National Business Institute
Priority Payment Systems June 2015 - Present
Priority Payment Systems August 2011 - April 2015
McCamish Systems, LLC June 2009 - July 2010
FSC Securities Corporation January 2007 - November 2008
E*Trade Financial Services, LLC April 2006 - November 2006
Washington Mutual Savings Bank September 2004 - April 2006
AXA Financial Advisors, LLC November 2001 - August 2004
Skills
Fixed Annuities, Banking, Cold Calling, Leadership, Account Management, Securities, Insurance, Variable Annuities, Investments, Sales, Call Centers, Management, Strategy, Finance, Analysis, Financial Services
Education
Georgia Perimeter College
Associate's degree
Georgia Perimeter College
Associate's degree
Georgia Perimeter College
Associate Degree
National Business Institute
Matthew Gaude Matthew Gaude's FSC Securities Corporation Experience 2001 - 2009
Job Financial Advisor* at Clarus Financial Group
Industry Financial Services
Experience
Clarus Financial Group May 2010 - Present
Service First Advisors May 2010 - March 2011
FSC Securities Corporation 2001 - 2009
Education
Haslam College of Business at the University of Tennessee 1991 — 1995
Finance, Finance
Clarus Financial Group May 2010 - Present
Service First Advisors May 2010 - March 2011
FSC Securities Corporation 2001 - 2009
Education
Haslam College of Business at the University of Tennessee 1991 — 1995
Finance, Finance
Blane Henry, Jr.'s FSC Securities Corporation Experience April 2009 - November 2009
Job IT Security Analyst at Verizon Wireless Alpharetta Campus
Industry Information Technology and Services
Experience
Verizon Wireless - Alpharetta Campus June 2010 - Present
Kaiser Permanente March 2010 - June 2010
FSC Securities Corporation April 2009 - November 2009
PNC Global Investment Servicing August 2007 - September 2008
Spherion Professional Services September 2006 - June 2007
Randstad Work Solutions February 2006 - August 2006
Ajilon Consulting December 2005 - March 2006
Skills
Troubleshooting, Networking, Technical Support, Help Desk Support, Leadership, Access, Management, Hardware, Software Installation, Servers
Education
Delaware State University 2000 — 2004
B.S., Management Information Systems
Delcastle Technical High School 1996 — 2000
Diploma, Info Systems and Services
Verizon Wireless - Alpharetta Campus June 2010 - Present
Kaiser Permanente March 2010 - June 2010
FSC Securities Corporation April 2009 - November 2009
PNC Global Investment Servicing August 2007 - September 2008
Spherion Professional Services September 2006 - June 2007
Randstad Work Solutions February 2006 - August 2006
Ajilon Consulting December 2005 - March 2006
Skills
Troubleshooting, Networking, Technical Support, Help Desk Support, Leadership, Access, Management, Hardware, Software Installation, Servers
Education
Delaware State University 2000 — 2004
B.S., Management Information Systems
Delcastle Technical High School 1996 — 2000
Diploma, Info Systems and Services
Michael Wright, CFP® Michael Wright, CFP®'s FSC Securities Corporation Experience May 1996 - July 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Smith Barney July 2000 - May 2009
FSC Securities Corporation May 1996 - July 2000
Skills
Retirement Income..., Investment Advisory, Retirement Planning, Series 7, Wealth Management, Long Term Care, Financial Advisory, Long-term Care, Portfolio Management, Retirement
Education
The American College 2011 — 2012
CFP®, Financial Planning
Appalachian State University 1988 — 1990
BSBA, Finance, Risk Management
Ameriprise Financial May 2009 - Present
Smith Barney July 2000 - May 2009
FSC Securities Corporation May 1996 - July 2000
Skills
Retirement Income..., Investment Advisory, Retirement Planning, Series 7, Wealth Management, Long Term Care, Financial Advisory, Long-term Care, Portfolio Management, Retirement
Education
The American College 2011 — 2012
CFP®, Financial Planning
Appalachian State University 1988 — 1990
BSBA, Finance, Risk Management
Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™'s FSC Securities Corporation Experience July 1992 - September 2009
Job Principal at Atlanta Financial Associates, Inc.
Industry Financial Services
Experience
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation July 1992 - September 2009
Glass Financial Group Inc October 1987 - July 1992
Nationsbank (Bank of America) May 1983 - October 1987
Skills
Wealth Management, Financial Advisory, Retirement, Estate Planning, Mutual Funds, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Portfolio Management, Strategic Financial..., Series 7, Investments, Financial Planning, Financial Planning for..., Women in Transition
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Business Administration (M.B.A.), Finance
The College of William and Mary 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation July 1992 - September 2009
Glass Financial Group Inc October 1987 - July 1992
Nationsbank (Bank of America) May 1983 - October 1987
Skills
Wealth Management, Financial Advisory, Retirement, Estate Planning, Mutual Funds, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Portfolio Management, Strategic Financial..., Series 7, Investments, Financial Planning, Financial Planning for..., Women in Transition
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Business Administration (M.B.A.), Finance
The College of William and Mary 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Eric McMurdie Eric McMurdie's FSC Securities Corporation Experience January 2007 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
Shea & McMurdie Retirement January 2007 - Present
FSC Securities Corporation January 2007 - Present
Education
Brigham Young University 2001 — 2006
BS, Business Management - Finance Emphasis
Southern Methodist University 2007 — 2008
Certificate Program in Financial Planning
Shea & McMurdie Retirement January 2007 - Present
FSC Securities Corporation January 2007 - Present
Education
Brigham Young University 2001 — 2006
BS, Business Management - Finance Emphasis
Southern Methodist University 2007 — 2008
Certificate Program in Financial Planning
Greg McMurdie CFP, CEBS, ChFC Greg McMurdie CFP, CEBS, ChFC's FSC Securities Corporation Experience 2005 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
FSC Securities Corporation 2005 - Present
Shea & McMurdie Retirement 1973 - Present
Lincoln Financial Advisors 1995 - 2005
MONY Financial Services 1973 - 1995
Skills
Retirement Planning, Corporate Retirement..., Strategic Planning, Finance, Investments, Retirement, Financial Planning, Financial Advisory, Leadership, Securities, Financial Services, Strategic Financial..., Small Business, Customer Service, Insurance, Employee Benefits, Change Management, Property & Casualty..., Business Strategy, Fixed Annuities, Asset Management, Management, Business Development, 401k, Negotiation, Team Building, Process Improvement, Life Insurance, Tax, Public Speaking, Estate Planning, Wealth Management, Series 7, New Business Development, Leadership Development, Financial Risk
Education
Brigham Young University 1967 — 1973
BS, Business Management
FSC Securities Corporation 2005 - Present
Shea & McMurdie Retirement 1973 - Present
Lincoln Financial Advisors 1995 - 2005
MONY Financial Services 1973 - 1995
Skills
Retirement Planning, Corporate Retirement..., Strategic Planning, Finance, Investments, Retirement, Financial Planning, Financial Advisory, Leadership, Securities, Financial Services, Strategic Financial..., Small Business, Customer Service, Insurance, Employee Benefits, Change Management, Property & Casualty..., Business Strategy, Fixed Annuities, Asset Management, Management, Business Development, 401k, Negotiation, Team Building, Process Improvement, Life Insurance, Tax, Public Speaking, Estate Planning, Wealth Management, Series 7, New Business Development, Leadership Development, Financial Risk
Education
Brigham Young University 1967 — 1973
BS, Business Management
Robert Monin's FSC Securities Corporation Experience January 1987 - Present
Job Owner, Amherst Financial Services Inc.
Industry Financial Services
Experience
Amherst Financial Services Inc. January 1990 - Present
FSC Securities Corporation January 1987 - Present
FSC Securities Corporation 1987 - 2011
FSC Securities Corporation 1987 - 2010
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Management, Insurance Planning, Disability Insurance, Long Term Care, Mutual Funds, Stocks, Bonds, ETFs, Executive Management, Estate Planning, Financial Planners, Strategic Financial..., Investments, Financial Advisory, Securities, Financial Services, Wealth Management, Series 7
Education
University at Buffalo 1969 — 1971
BS, Business Management
Amherst Financial Services Inc. January 1990 - Present
FSC Securities Corporation January 1987 - Present
FSC Securities Corporation 1987 - 2011
FSC Securities Corporation 1987 - 2010
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Management, Insurance Planning, Disability Insurance, Long Term Care, Mutual Funds, Stocks, Bonds, ETFs, Executive Management, Estate Planning, Financial Planners, Strategic Financial..., Investments, Financial Advisory, Securities, Financial Services, Wealth Management, Series 7
Education
University at Buffalo 1969 — 1971
BS, Business Management
Brian Presley Brian Presley's FSC Securities Corporation Experience 1995 - 2011
Job Senior Partner
Industry Investment Management
Experience
Presley Beane Financial Services 2011 - Present
The Presley Advisory 1978 - March 2011
FSC Securities Corporation 1995 - 2011
Advantage Capital Corporation 1986 - 1995
Skills
Securities, Investments, Insurance, FINRA, Strategic Planning, Nonprofits, Investment Properties, Wealth Management, Finance, Sellers, Investment Advisory, Investment Strategies, Tax, Portfolio Management, Public Speaking, Real Estate, Real Estate Transactions, Alternative Investments, Pensions, Retirement Planning, Residential Homes, Financial Advisory, Contract Negotiation, Financial Risk, New Business Development, Estate Planning, Energy Industry, Investors, Budgets, Marketing Strategy, Foreclosures, Series 7, Strategic Financial..., First Time Home Buyers, Trusts, Retirement
Education
University of Pennsylvania - The Wharton School 1992 — 1994
SIA institute, Economics, Finance, Investment management
Michigan State University - The Eli Broad Graduate School of Management 1963 — 1964
MBA; 20 Doctoral hours, Finance
University of Evansville 1959 — 1963
BS Business Administration, Marketing, Finance, Sociology
Presley Beane Financial Services 2011 - Present
The Presley Advisory 1978 - March 2011
FSC Securities Corporation 1995 - 2011
Advantage Capital Corporation 1986 - 1995
Skills
Securities, Investments, Insurance, FINRA, Strategic Planning, Nonprofits, Investment Properties, Wealth Management, Finance, Sellers, Investment Advisory, Investment Strategies, Tax, Portfolio Management, Public Speaking, Real Estate, Real Estate Transactions, Alternative Investments, Pensions, Retirement Planning, Residential Homes, Financial Advisory, Contract Negotiation, Financial Risk, New Business Development, Estate Planning, Energy Industry, Investors, Budgets, Marketing Strategy, Foreclosures, Series 7, Strategic Financial..., First Time Home Buyers, Trusts, Retirement
Education
University of Pennsylvania - The Wharton School 1992 — 1994
SIA institute, Economics, Finance, Investment management
Michigan State University - The Eli Broad Graduate School of Management 1963 — 1964
MBA; 20 Doctoral hours, Finance
University of Evansville 1959 — 1963
BS Business Administration, Marketing, Finance, Sociology
Suzanne Krasna, CFP® Suzanne Krasna, CFP®'s FSC Securities Corporation Experience 2000 - Present
Job President, Krasna Financial Group LLC
Industry Financial Services
Experience
KRASNA FINANCIAL GROUP LLC, Planning & Wealth Management For All Your Reasons 2001 - Present
FSC Securities Corporation 2000 - Present
The Krasna Financial Group; Insurance and Financial Services March 1982 - 1990
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Financial Advisory, Financial Planning, Wealth Management..., Small Business, Financial Services, Personal Finance, Investment Advisory, Investment Strategies, Business Planning, Asset Allocation, Financial Goals, Asset Management, Risk Management, Planning & Wealth..., Cash Flow Forecasting, Investment Management, Mutual Funds, Fixed Annuities, 401k, Implementing Retirement..., Client Services, Cash Flow Planning, Estate & Tax Planning, Comprehensive Financial..., Implementation of Your...
Education
CFP Board of Standards Annual Continuing Education Hours 1990 — 2015
CE Credits for Annual CFP License requirements, Courses provide ongoing updates & information relevant for skills in financial planning focus, n/a
College for Financial Planning 1987 — 1989
Certified Financial Planner ™, Completed a series of 6 examinations focused on all aspects of financial planning, pass
KRASNA FINANCIAL GROUP LLC, Planning & Wealth Management For All Your Reasons 2001 - Present
FSC Securities Corporation 2000 - Present
The Krasna Financial Group; Insurance and Financial Services March 1982 - 1990
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Financial Advisory, Financial Planning, Wealth Management..., Small Business, Financial Services, Personal Finance, Investment Advisory, Investment Strategies, Business Planning, Asset Allocation, Financial Goals, Asset Management, Risk Management, Planning & Wealth..., Cash Flow Forecasting, Investment Management, Mutual Funds, Fixed Annuities, 401k, Implementing Retirement..., Client Services, Cash Flow Planning, Estate & Tax Planning, Comprehensive Financial..., Implementation of Your...
Education
CFP Board of Standards Annual Continuing Education Hours 1990 — 2015
CE Credits for Annual CFP License requirements, Courses provide ongoing updates & information relevant for skills in financial planning focus, n/a
College for Financial Planning 1987 — 1989
Certified Financial Planner ™, Completed a series of 6 examinations focused on all aspects of financial planning, pass
Michelle Patel, CFP® Michelle Patel, CFP®'s FSC Securities Corporation Experience October 2003 - Present
Job Gain Confidence, Make Intelligent Financial Moves, Enjoy Life!
Industry Financial Services
Experience
Moveo Financial Group, Inc. October 2003 - Present
FSC Securities Corporation October 2003 - Present
Intel Corporation March 1997 - October 2003
American Maize Products October 1990 - October 1995
Education
Thunderbird School of Global Management 1995 — 1996
Masters in International Management, International Finance
Boston University Questrom School of Business 1986 — 1990
BSBA, Operations Management
Moveo Financial Group, Inc. October 2003 - Present
FSC Securities Corporation October 2003 - Present
Intel Corporation March 1997 - October 2003
American Maize Products October 1990 - October 1995
Education
Thunderbird School of Global Management 1995 — 1996
Masters in International Management, International Finance
Boston University Questrom School of Business 1986 — 1990
BSBA, Operations Management
Garry Michaelis's FSC Securities Corporation Experience 1982 - 1985
Job Registered Principal, Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. October 1987 - Present
Securities Network, Inc. 1985 - October 1987
FSC Securities Corporation 1982 - 1985
Northwestern Mutual Life 1978 - 1982
Owens-Illinois Glass Corporation 1975 - 1978
Skills
Investments, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Marketing, Mortgage Lending, Real Estate, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Accounting
Education
Ford School 1982 — 1985
Securities Liscenses Series, 7, 24, 63 Registrations, Securities Liscenses Series, 7, 24, 63 Registrations
Denver College of Financial Planning 1982 — 1983
Certified Financial Planner I,II, III, Financial Planning
Bowling Green State University 1971 — 1975
Public Relations, Bachelors College of Business
Raymond James Financial Services, Inc. October 1987 - Present
Securities Network, Inc. 1985 - October 1987
FSC Securities Corporation 1982 - 1985
Northwestern Mutual Life 1978 - 1982
Owens-Illinois Glass Corporation 1975 - 1978
Skills
Investments, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Marketing, Mortgage Lending, Real Estate, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Accounting
Education
Ford School 1982 — 1985
Securities Liscenses Series, 7, 24, 63 Registrations, Securities Liscenses Series, 7, 24, 63 Registrations
Denver College of Financial Planning 1982 — 1983
Certified Financial Planner I,II, III, Financial Planning
Bowling Green State University 1971 — 1975
Public Relations, Bachelors College of Business
Donna Law's FSC Securities Corporation Experience February 2008 - Present
Job REGISTRATION COORDINATOR
Industry Financial Services
Experience
FSC SECURITIES CORPORATION February 2008 - Present
BNC Mortgage, Inc. February 2007 - October 2007
Mortgage Lenders Network USA, Inc May 1997 - January 2007
Education
Tennessee State University 1981 — 1986
FSC SECURITIES CORPORATION February 2008 - Present
BNC Mortgage, Inc. February 2007 - October 2007
Mortgage Lenders Network USA, Inc May 1997 - January 2007
Education
Tennessee State University 1981 — 1986
Donna Talley's FSC Securities Corporation Experience 2004 - 2007
Job EVP Recruiting & Transitions at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Brent Beverly's FSC Securities Corporation Experience 1991 - 2011
Job President and Senior Advisor at The Advisory Group
Industry Financial Services
Experience
The Advisory Group June 1984 - Present
FSC Securities Corporation 1991 - 2011
Skills
Financial Services, Investments, Investment Advisory, Series 7, Business Strategy, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Securities, Series 63, Management, Asset Management, Strategy
Education
Rice University 1972 — 1976
BA, Economics, Managerial Studies
The Advisory Group June 1984 - Present
FSC Securities Corporation 1991 - 2011
Skills
Financial Services, Investments, Investment Advisory, Series 7, Business Strategy, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Securities, Series 63, Management, Asset Management, Strategy
Education
Rice University 1972 — 1976
BA, Economics, Managerial Studies
Darryl Wolff's FSC Securities Corporation Experience 1996 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
IMPORTANT DISCLOSURES 1995 - Present
Continuum Financial Group December 1996 - Present
Third Street Advisors, LLC. February 2000 - Present
Neader Insurance Services, Inc., 1997 - Present
FSC Securities Corporation 1996 - Present
FSC Securities Corporation 1995 - Present
Wolff & Jeske, LLC November 1996 - November 2012
Duplex Products, Inc. 1992 - 1996
Grant Thornton 1980 - 1982
Skills
Finance, Financial Advisory, Tax, Investments, Estate Planning, Mutual Funds, Securities, Financial Services, Financial Planners, Business Planning, Employee Benefits, Fixed Annuities, Life Insurance, Customer Service, QuickBooks, Financial Risk, Payroll, Accounts Receivable, Financial Accounting
Education
Northern Illinois University 1986 — 1988
Master of Business Administration (MBA)
Carroll University 1976 — 1979
Bachelor of Science (BS), Accounting
IMPORTANT DISCLOSURES 1995 - Present
Continuum Financial Group December 1996 - Present
Third Street Advisors, LLC. February 2000 - Present
Neader Insurance Services, Inc., 1997 - Present
FSC Securities Corporation 1996 - Present
FSC Securities Corporation 1995 - Present
Wolff & Jeske, LLC November 1996 - November 2012
Duplex Products, Inc. 1992 - 1996
Grant Thornton 1980 - 1982
Skills
Finance, Financial Advisory, Tax, Investments, Estate Planning, Mutual Funds, Securities, Financial Services, Financial Planners, Business Planning, Employee Benefits, Fixed Annuities, Life Insurance, Customer Service, QuickBooks, Financial Risk, Payroll, Accounts Receivable, Financial Accounting
Education
Northern Illinois University 1986 — 1988
Master of Business Administration (MBA)
Carroll University 1976 — 1979
Bachelor of Science (BS), Accounting
Cheryl A. Brown's FSC Securities Corporation Experience August 1997 - May 2010
Job Registered Principal at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. May 2010 - Present
Market Day October 2012 - Present
FSC Securities Corporation August 1997 - May 2010
FSC Securities Corporation August 1997 - May 2010
Skills
Series 7, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, CRM, Series 65, Series 63, Series 6 and 26, FINRA, Securities, Retirement, Series 24, Uniform Combined State..., Series 6, Wealth Management, Mutual Funds, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, 401k, Asset Allocation, Investment Strategies, Financial Planners
Education
University of Dayton 1978 — 1982
BS in Business Administration, Marketing and Mangement
Northmont High School 1974 — 1978
Diploma, college prep
H. Beck, Inc. May 2010 - Present
Market Day October 2012 - Present
FSC Securities Corporation August 1997 - May 2010
FSC Securities Corporation August 1997 - May 2010
Skills
Series 7, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, CRM, Series 65, Series 63, Series 6 and 26, FINRA, Securities, Retirement, Series 24, Uniform Combined State..., Series 6, Wealth Management, Mutual Funds, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, 401k, Asset Allocation, Investment Strategies, Financial Planners
Education
University of Dayton 1978 — 1982
BS in Business Administration, Marketing and Mangement
Northmont High School 1974 — 1978
Diploma, college prep
Doug Raggio's FSC Securities Corporation Experience October 1994 - Present
Job Financial Advisor at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities Corporation October 1994 - Present
Washington Township Ambulance & Rescue Association, Inc. March 1983 - Present
Wenonah Office of Emergency Management January 2006 - January 2012
IATSE Local 8 Philadelphia July 1981 - September 1989
Skills
Emergency Management, Financial Planning, Retirement Planning, Securities, Financial Advisory, Personal Finance, Retirement, Series 7, Estate Planning, Investment Strategies, Investments, Protection, IRAs, 401k
Education
Rowan University 1985 — 1991
Business
Gloucester County College 1982 — 1985
Associate of Science (AS), Business Administration and Management, General
Paul VI 1978 — 1982
College Prep
FSC Securities Corporation October 1994 - Present
Washington Township Ambulance & Rescue Association, Inc. March 1983 - Present
Wenonah Office of Emergency Management January 2006 - January 2012
IATSE Local 8 Philadelphia July 1981 - September 1989
Skills
Emergency Management, Financial Planning, Retirement Planning, Securities, Financial Advisory, Personal Finance, Retirement, Series 7, Estate Planning, Investment Strategies, Investments, Protection, IRAs, 401k
Education
Rowan University 1985 — 1991
Business
Gloucester County College 1982 — 1985
Associate of Science (AS), Business Administration and Management, General
Paul VI 1978 — 1982
College Prep
Elia D'Urso's FSC Securities Corporation Experience March 2009 - Present
Job C.F.P at Financial Service Corp
Industry Financial Services
Experience
FSC Securities Corporation March 2009 - Present
Skills
Corporate Finance, Series 7, Retirement Planning, Financial Analysis, Financial Modeling
Education
Fordham University 1980 — 1984
Bachelor's degree, Finance, General
FSC Securities Corporation March 2009 - Present
Skills
Corporate Finance, Series 7, Retirement Planning, Financial Analysis, Financial Modeling
Education
Fordham University 1980 — 1984
Bachelor's degree, Finance, General
David Kass's FSC Securities Corporation Experience October 2009 - January 2010
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Derek Hamlin's FSC Securities Corporation Experience 1999 - September 2012
Job at
Industry Information Technology and Services
Experience
Alere, Inc. June 2013 - Present
DTI Global September 2012 - June 2013
AIG Advisor Group February 1999 - September 2012
FSC Securities Corporation 1999 - September 2012
Skills
Disaster Recovery, SharePoint, Troubleshooting, Software Documentation, Visio, Operating Systems, Business Analysis, Integration, Computer Hardware, Requirements Gathering, Networking, Call Center, Windows, Requirements Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2007
Management
The University of Georgia 1995 — 1997
Alere, Inc. June 2013 - Present
DTI Global September 2012 - June 2013
AIG Advisor Group February 1999 - September 2012
FSC Securities Corporation 1999 - September 2012
Skills
Disaster Recovery, SharePoint, Troubleshooting, Software Documentation, Visio, Operating Systems, Business Analysis, Integration, Computer Hardware, Requirements Gathering, Networking, Call Center, Windows, Requirements Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2007
Management
The University of Georgia 1995 — 1997
Cindy Posipanko's FSC Securities Corporation Experience 1998 - Present
Job OSJ Compliance Officer
Industry Financial Services
Experience
Legacy~Crest Financial Group March 1998 - Present
FSC Securities Corporation 1998 - Present
Advisor Group 1998 - 2013
Main Line Financial Advisors July 2010 - October 2011
Philadelphia Saving Fund Society (PSFS) February 1977 - March 1987
PSFS 1977 - 1987
Education
La Salle University 2003 — 2005
BA, Organizational Dynamics
Legacy~Crest Financial Group March 1998 - Present
FSC Securities Corporation 1998 - Present
Advisor Group 1998 - 2013
Main Line Financial Advisors July 2010 - October 2011
Philadelphia Saving Fund Society (PSFS) February 1977 - March 1987
PSFS 1977 - 1987
Education
La Salle University 2003 — 2005
BA, Organizational Dynamics
Tricia Sullens's FSC Securities Corporation Experience June 2003 - December 2005
Job Compliance Director at NettWorth Advisor Group
Industry Financial Services
Experience
FSC Securities December 2005 - Present
NettWorth Advisor Group December 2005 - Present
FSC Securities Corporation June 2003 - December 2005
Skills
Project Management, Compliance, Practice Management, Customer Retention, Financial Services, Supervision, Risk Management
Education
University of Florida 1990 — 1995
Bachelor of Science, Elementary Education
Florida Atlantic University 1998 — 2000
Master of Arts, Economics
FSC Securities December 2005 - Present
NettWorth Advisor Group December 2005 - Present
FSC Securities Corporation June 2003 - December 2005
Skills
Project Management, Compliance, Practice Management, Customer Retention, Financial Services, Supervision, Risk Management
Education
University of Florida 1990 — 1995
Bachelor of Science, Elementary Education
Florida Atlantic University 1998 — 2000
Master of Arts, Economics
Peter Krussel's FSC Securities Corporation Experience July 2008 - September 2010
Job Registered Principal
Industry Financial Services
Experience
Service First Advisors March 2011 - Present
FSC Securities Corporation July 2008 - September 2010
Walnut Street Securities February 2001 - July 2008
Education
Quincy University 1990 — 1994
BS, Finance and Management
Service First Advisors March 2011 - Present
FSC Securities Corporation July 2008 - September 2010
Walnut Street Securities February 2001 - July 2008
Education
Quincy University 1990 — 1994
BS, Finance and Management
Audrey Audrey TM-Devlin's FSC Securities Corporation Experience 1996 - Present
Job Advisor Support Analyst at Financial Service Corporation
Industry Financial Services
Experience
Financial Service Corporation July 1996 - Present
Financial Service Corporation July 1996 - Present
AIG Advisor Group 1996 - Present
FSC Securities Corporation 1996 - Present
Skills
Mutual Funds, Strategic Financial..., Customer Service, FINRA, Asset Management, Series 7, Financial Services, Investments, Finance, Retirement Planning, Series 63, Securities, Microsoft Excel, Wealth Management, Investment Advisory, Insurance
Education
Nassau Community College 1976 — 1978
Associate of Arts (AA), Liberal Arts / Foreign Language, 3.2
Financial Service Corporation July 1996 - Present
Financial Service Corporation July 1996 - Present
AIG Advisor Group 1996 - Present
FSC Securities Corporation 1996 - Present
Skills
Mutual Funds, Strategic Financial..., Customer Service, FINRA, Asset Management, Series 7, Financial Services, Investments, Finance, Retirement Planning, Series 63, Securities, Microsoft Excel, Wealth Management, Investment Advisory, Insurance
Education
Nassau Community College 1976 — 1978
Associate of Arts (AA), Liberal Arts / Foreign Language, 3.2