NBC Securities, Inc.

Description

Address: 1927 1st Ave N #700, Birmingham, AL 35203 Phone: (205) 421-2390Hours: : : : Category: : Website: : Place name: : Website: http://www.nbcsecurities.com/ Category: Investment company 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of NBC Securities Inc Posting publicly on the Web Write a review Reviews 2 Google reviews

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NBC Securities, Inc. Employees

Employee
Years
Job
Industry
Tobia Sestak Tobia Sestak Darien, Connecticut Details
Tobia Sestak's NBC Securities, Inc. Experience January 2015 - May 2015
Job Finance Intern at rag & bone
Industry
Experience
rag & bone  June 2015 - Present
NBC Securities, Inc.   January 2015 - May 2015
Take-Two Interactive Software, Inc.   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Social Networking, Public Speaking

Education
Rollins College   2012 — 2015
Bachelor of Arts (B.A.), International Business, Minor in Spanish

Bruce P. Betz Bruce P. Betz Baltimore, Maryland Area Details
Bruce P. Betz's NBC Securities, Inc. Experience February 2013 - Present
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Capital Markets  March 2009 - February 2013
Ferris, Baker, Watts, Inc.   September 2001 - March 2009
Legg Mason  November 1990 - September 2001
Ferris, Baker, Watts, Inc.   May 1983 - November 1990

Skills
Wealth Preservation..., Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Wealth Accumulation..., Cash Flow Forecasting, Tax Efficiency

Education
Towson University
Bachelor of Science (BS)

Jack Lowrey Jack Lowrey Pensacola, Florida Area Details
Jack Lowrey's NBC Securities, Inc. Experience October 2009 - Present
Job Senior Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   October 2009 - Present
Gulf Coast Community Bank  October 2009 - Present
Raymond James Financial Inc.  October 2009 - October 2013
RBC Wealth Management  June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities   January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford   January 1999 - June 2002
SouthTrust Bank Securities   January 1996 - January 1999
Merrill Lynch  December 1981 - August 1989

Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service

Education
Auburn University, College of Business   1979 — 1981
Bachelor's Degree, Finance, General

University of Alabama, Mcgill-Toolen HS   1972 — 1979
Accounting and Finance, 3.25

Doug Elder Doug Elder Birmingham, Alabama Area Details
Doug Elder's NBC Securities, Inc. Experience April 2005 - Present
Job Sales Manager and Recruiter at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   April 2005 - Present
AmSouth Investment Services  August 1997 - March 2005
Banc One Securities  January 1993 - August 1997

Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Financial Advisory, Securities, Investments, Investment Advisory, Strategic Financial..., Sales, Insurance, Alternative Investments, Financial Analysis, Loans, Sales Management, Credit, Series 7,24,9,10,63,65

Education
University of New Orleans   1990 — 1992
MBA

Auburn University, College of Business   1977 — 1981
BS, Business

Monica Vercher Monica Vercher Birmingham, Alabama Area Details
Monica Vercher's NBC Securities, Inc. Experience 2004 - Present
Job Office Manager & Sales Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   2004 - Present
NBC Securities, Inc.   August 2001 - Present
State Farm  June 1999 - August 2001
GoldMine Jewelry   October 1996 - June 1999
Hartselle Area Chamber of Commerce   August 1995 - October 1996

Skills
Securities, Retirement Planning, Asset Management, Sales, Microsoft Excel, Financial Analysis, Series 99, Property & Casualty..., Life Insurance, Outlook, Microsoft Word, Alternative Investments, Insurance, 529 Plans, Customer Service, Customer Satisfaction

Education
Athens State University   1998 — 2000
Bachelor of Science (B.S.), Human Resources Management/Marketing

George C Wallace State Community College-Hanceville   1995 — 1998
Associate of Science (A.S.), Business Administration and Management, General

Colin McMurry Colin McMurry Athens, Alabama Details
Colin McMurry's NBC Securities, Inc. Experience May 2012 - August 2012
Job Vice President of Sales and Finance at Cast Products, Inc.
Industry Banking
Experience
Cast Products Incorporated   June 2014 - Present
MBA Association at Alabama   January 2013 - December 2013
New Generation Power   July 2013 - September 2013
VMG Health  May 2013 - July 2013
NBC Securities, Inc.   May 2012 - August 2012
Alabama Center for Real Estate (ACRE)   June 2011 - August 2011
University of Alabama-Birmingham Baseball   August 2008 - May 2010

Skills
Manufacturing, Business Development, Sales Management, Financial Modeling, Microsoft Excel, PowerPoint, Research, Financial Analysis, Fundraising, Valuation, Market Research

Education
University of Alabama   2012 — 2014
Master of Business Administration (MBA), Master of Science in Finance (MSF)

University of Alabama   2008 — 2012
Bachelor of Science (BS), Finance- Investment Management, Banking and Financial Services

University of Alabama at Birmingham   2008 — 2010

Kay Delk Kay Delk Orlando, Florida Area Details
Kay Delk's NBC Securities, Inc. Experience August 2011 - Present
Job Investment Advisory Representative at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   August 2011 - Present
Seminole State College of Florida  1980 - 2013

Skills
Strategic Financial..., Retirement, Investments

Education
Nova Southeastern University
Doctor of Education (Ed.D.), Educational/Instructional Technology

Virginia Commonwealth University - School of Business
Master's Degree, Business

Virginia Commonwealth University
Bachelor's Degree, Business Education

Greg Musso Greg Musso Huntsville, Alabama Area Details
Greg Musso's NBC Securities, Inc. Experience August 2000 - Present
Job Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   August 2000 - Present
Stallion Properties, LLC   March 2003 - Present
First American Bank  June 1993 - August 2000

Skills
Retirement, 401k, Investments, Profit Sharing, Investment Advisory, Wealth Management..., IRAs, 401k Rollovers, Investment Management, Retirement Planning, Commercial Real Estate, Roth IRA, Series 7, Asset Allocation, Wealth Management, Retirement Plan..., Mutual Funds, Pensions, Securities, Banking, Financial Services, Finance, Fixed Annuities

Education
University of Alabama   1989 — 1993
Bachelor's Degree, Finance, Cum Laude

Virgil I Grissom High School   1985 — 1989

Frank Falkenburg Frank Falkenburg Birmingham, Alabama Area Details
Frank Falkenburg's NBC Securities, Inc. Experience September 1995 - Present
Job Managing Director at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   September 1995 - Present
Sterne Agee  1980 - 1995
A.G. Edwards & Sons, Inc.   1969 - 1980
Andresen & Co.   1964 - 1969

Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Cash Flow Forecasting, Tax Efficiency, Asset Allocation, Alternative Investments, College Education..., Multi-generational..., Asset Protection, Risk Management, Trust Management, Charitable Gift Planning, Investments, Series 7

Education
University of Miami   1938 — 1942
BA, Finance

Andrew Thrash Andrew Thrash Birmingham, Alabama Details
Andrew Thrash's NBC Securities, Inc. Experience May 2015 - August 2015
Job Graduate Student
Industry Financial Services
Experience
NBC Securities, Inc.   May 2015 - August 2015
The University of Alabama  August 2013 - May 2014
Bryant Bank  June 2013 - August 2013
Eagle Point Golf Club  August 2009 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Banking, Outlook, Access, Sales

Education
University of Alabama at Birmingham
Master of Business Administration (M.B.A.)

University of Alabama   2010 — 2014
Bachelor of Science in Commerce and Business Administration, Finance

Oak Mountain High School   2007 — 2010

David E. Hope David E. Hope Birmingham, Alabama Area Details
David E. Hope's NBC Securities, Inc. Experience December 2010 - Present
Job Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   December 2010 - Present
Superior Bank  April 2006 - December 2010
AmSouth Investment Services, Inc.   July 1996 - April 2006

Skills
Wealth Management, Asset Management, Portfolio Management, College Funding..., 529 Plans, Cash Flow Forecasting, Design Asset Plans, Actively Monitor Client..., Building Portfolios, Financial Services, Investments, Strategic Financial..., Estate Planning, portfolio

Education
University of Florida   1977 — 1981
Bachelor of Science (B.S.), Accounting

Anna Parrotta Anna Parrotta Baltimore, Maryland Area Details
Anna Parrotta's NBC Securities, Inc. Experience January 2013 - Present
Job Sales Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   January 2013 - Present
The Bartner Group   2007 - 2011
St. Croix Environmental Association   March 2005 - April 2007
St. Croix Environmental Association   November 2005 - March 2007
Shari’s Management Corporation  1993 - 2001
Willis Corroon Aerospace   1992 - 1993

Skills
Administrative Work, Customer Service, Strategic Financial..., Team-oriented

Education
Loyola University Maryland
Bachelor's Degree, French, Cum Laude

Louis Capezza Louis Capezza Fort Pierce, Florida Area Details
Louis Capezza's NBC Securities, Inc. Experience August 2004 - Present
Job Vice President & Financial Advisor at CenterState Bank
Industry Financial Services
Experience
CenterState Bank  November 2011 - Present
CenterState Bank  November 2011 - Present
NBC Securities, Inc.   August 2004 - Present
NBC Securities, Inc.   August 2004 - Present
Indian River National Bank  2004 - 2007
Banc of America Investment Services  2001 - 2004

Skills
Commercial Lending, Portfolio Management, Credit, Team Building, Investments, Series 7, Asset Management, Finance, Fixed Annuities, Series 63, Financial Services, Uniform Combined State..., Retirement Planning, Wealth Management, Securities, Risk Management, Financial Analysis, Banking, Small Business Lending

Education
University of Florida   1994 — 1997
Bachelor of Science (BS)

Hang Yin Hang Yin Tallahassee, Florida Details
Hang Yin's NBC Securities, Inc. Experience November 2013 - May 2014
Job Team Lead at Follett Higher Education Group
Industry Marketing and Advertising
Experience
Follett Higher Education Group  April 2014 - May 2015
NBC Securities, Inc.   November 2013 - May 2014
Follett Higher Education Group  August 2013 - April 2014
Dollor Corner   May 2011 - February 2014
United Way of America  October 2013 - January 2014
Elite Operational Services   February 2013 - September 2013
Dollar corner   August 2009 - May 2011
Jin Tai Inc.   May 2007 - June 2009

Skills
Business, Marketing, Management, Advertising, Social Media, Customer Service, Access

Education
Rutgers, The State University of New Jersey-Newark   2015 — 2016
Master of information technology, Information Technology

Flagler College-Tallahassee   2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, GPA 3.5

Tallahassee Community College   2009 — 2012
Associate of Arts (A.A.), Business

Sarah Catherine (Purvis) Nesbitt Sarah Catherine (Purvis) Nesbitt Birmingham, Alabama Area Details
Sarah Catherine (Purvis) Nesbitt's NBC Securities, Inc. Experience August 2013 - March 2014
Job Human Resources Coordinator at Regions Financial Corporation
Industry Human Resources
Experience
Regions Financial Corporation  April 2014 - Present
NBC Securities, Inc.   August 2013 - March 2014
Alpha Gamma Delta  December 2011 - December 2012

Education
Auburn University   2009 — 2013
Bachelor of Science (B.S.), Biomedical Sciences, Cum Laude

Kevin Odom Kevin Odom Pensacola, Florida Area Details
Kevin Odom's NBC Securities, Inc. Experience April 2014 - Present
Job Gulf Coast Investment Services Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   April 2014 - Present
Modern Woodmen of America  October 2011 - April 2014
Chaudron Odom Group   November 2004 - October 2011
AmSouth Bank  May 1984 - October 2004

Skills
Strategic Financial..., Portfolio Management, Variable Annuities, Estate Planning, Financial Analysis, Investment Strategies, Comprehensive Planning, Budget Monitoring, Retirement Planning, Debt Management, Life Insurance, Fixed Annuities, Life & Health Insurance..., Banking, Investments, Finance, Series 7, Long-term Customer..., Series 6, Financial Planning

Education
University of Florida   1993 — 1995
Graduated, Florida School of Banking

University of West Florida   1987 — 1989
Bachelor of Business Administration (B.B.A.), Management

Pensacola Junior College   1983 — 1986
Associate's degree

Pine Forest High School   1979 — 1982
Business Administration and Management, General

Alexander W. van den Berg, Sr. Alexander W. van den Berg, Sr. Orlando, Florida Area Details
Alexander W. van den Berg, Sr.'s NBC Securities, Inc. Experience March 2006 - Present
Job Senior Vice President for Financial Advisory Partners, LLC at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   March 2006 - Present
CenterState Bank Central Florida, N.A.   May 2010 - April 2014
Fifth Third Securities  March 2005 - March 2006
First National Bank of Florida  June 2004 - March 2005
Janney Montgomery Scott LLC  May 1999 - June 2004
Barnett Bank of Central Florida/Bank of America   October 1983 - May 1999

Education
Florida State University   1979 — 1983
Bachelor's degree, Finance, General

Gary Hessert Gary Hessert Orlando, Florida Area Details
Gary Hessert's NBC Securities, Inc. Experience November 2012 - September 2013
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions   July 2014 - Present
Fifth Third Securities  September 2013 - March 2014
NBC Securities, Inc.   November 2012 - September 2013
TD Ameritrade  January 2011 - June 2012
SunTrust Bank  November 2009 - January 2011
Colonial Bank  March 2007 - November 2009
TD Waterhouse  March 1999 - December 2006

Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments

Education
Stockton University   1987 — 1993
Bachelor of Arts, Finance

Collingswood High School   1980 — 1984
High School Diploma, Mathematics

Torey Crayton Torey Crayton Leeds, Alabama Details
Torey Crayton's NBC Securities, Inc. Experience May 2013 - July 2014
Job Experienced IT Professional
Industry Information Technology and Services
Experience
NBC Securities, Inc.   May 2013 - July 2014
Berea College  August 2011 - May 2013
Berea College  August 2010 - August 2011
Berea College  August 2009 - May 2010

Skills
Technical Support, Active Directory, Troubleshooting, Microsoft Office, Servers, Windows, OS X, Computer Hardware, Computer Repair, Linux, Customer Service, Software Installation, Printers, VMware, Virus Removal, Photoshop, Graphic Design, Electronics, Macintosh hardware, FileMaker, Adobe Creative Suite, Java, iOS, Accounting, Macintosh Applications, Scanners, TCP/IP

Education
Hult International Business School   2014 — 2015
Master of Finance, International Finance

Berea College   2009 — 2013
Bachelor of Science, Major: Technology & Industrial Arts, Minors: in Computer Science & Business Administration

Andrew Jordan Andrew Jordan Auburn, Alabama Area Details
Andrew Jordan's NBC Securities, Inc. Experience March 2011 - January 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
NBC Securities, Inc.   March 2011 - January 2015
Northwestern Mutual Wealth Management Company  April 2007 - March 2011

Skills
Investments, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Retirement Planning, Finance, Asset Management, Series 7, Financial Services, Series 63, Management, Public Speaking, Mutual Funds, FINRA, Strategic Planning, Microsoft Office, Investment Strategies, Financial Advisory

Education
Troy University
Bachelor of Science, Accounting

Troy University
MBA, Finance

Aubrey Hodges Aubrey Hodges Birmingham, Alabama Area Details
Aubrey Hodges's NBC Securities, Inc. Experience September 2014 - Present
Job Commissions Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   September 2014 - Present
NBC Securities, Inc.   May 2014 - September 2014
Mountain Brook Community Church   August 2012 - May 2014

Skills
Multi Tasking, Multimedia, Time Management, Organization, Tutoring, Event Planning, Teaching, Public Speaking, Curriculum Design, Elementary Education, Curriculum Development, Staff Development, Classroom, Differentiated..., Leadership, Lesson Planning, Classroom Management, Educational Leadership, Teacher Training, Microsoft Excel, Customer Service, Sales, Social Media, Communication, Microsoft Office, Management, Microsoft Word, Marketing, Finance

Education
Gainesville State College
Bachelor's Degree, Early Childhood Education and Teaching

South Forsyth High School

David Getreu, AAMS David Getreu, AAMS Columbus, Ohio Area Details
David Getreu, AAMS's NBC Securities, Inc. Experience June 2014 - Present
Job Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   June 2014 - Present
St. James Church  September 2012 - June 2014
RBC Wealth Management  March 2009 - June 2014
Ferris Baker Watts  November 2007 - March 2009
Edward Jones  September 2004 - November 2007
DP Trinity, Inc.   June 2000 - June 2004

Skills
Small Business, Investments, Retirement Planning, Financial Planning, Public Speaking, Insurance, Fundraising, Non-profits, Strategic Financial..., Estate Planning, Nonprofits, Finance, Strategic Planning, Financial Services, Series 7, Customer Service, Series 63

Education
Bexley Hall Episcopal Seminary   2010 — 2011
Certificate in Anglican Studies, Anglicanism

The Catholic University of America   1990 — 1994
STB, Theology

Pontifical College Josephinum   1985 — 1989
BA, Psychology

Bart Elliott Bart Elliott Mobile, Alabama Area Details
Bart Elliott's NBC Securities, Inc. Experience May 1996 - Present
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   May 1996 - Present
NBC Securities, Inc.   May 1996 - Present
Sterne Agee  1993 - 1996

Skills
Investments, Wealth Management, Portfolio Management, Equities, 401k, Strategic Financial..., Investment Management, Retirement Planning, Annuity Sales, Fixed Income Portfolio..., Tax Free Income, Fixed Income Strategies

Education
University of Alabama   1988 — 1993
Bachelor's Degree, Biology, General

University of Alabama   1988 — 1993
Bachelor's Degree, Accounting

Ryan Weiss Ryan Weiss Birmingham, Alabama Details
Ryan Weiss's NBC Securities, Inc. Experience January 2006 - September 2007
Job Director of Sales DMC Group, LLC
Industry Financial Services
Experience
DMC Group, LLC   October 2015 - Present
Patterson Financial Group   September 2014 - September 2015
Sterne Agee  May 2007 - May 2014
NBC Securities, Inc.   January 2006 - September 2007

Skills
Fixed Income, Equities, Securities, Investments, Finance, Series 7, Due Diligence, Financial Analysis, Strategic Planning, Marketing, Insurance, Portfolio Management, Sales, Asset Management, Financial Modeling, Banking, Mortgage Lending, Risk Management

Education
University of Alabama   2003 — 2005
BS, Economics

University of Alabama   2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics

University of Alabama   2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics

Alan Seider Alan Seider Baltimore, Maryland Area Details
Alan Seider's NBC Securities, Inc. Experience February 2013 - Present
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Wealth Management  March 2009 - January 2013
Ferris, Baker Watts, Inc.   August 2005 - March 2009

Skills
Wealth Management, Investments, Portfolio Management, Budgeting, Fixed Income, Technical Analysis, Financial Planning, Strategic Financial..., Multi-generational..., Trust Management, Institutional Sales, Estate Planning, Money Management, Risk Management

Education
University of Baltimore   1982 — 1985
Master of Science (MS), Finance

Towson University   1979 — 1981
Bachelor of Science (BS), Finance/Marketing

University of Maryland College Park

University of Maryland College Park

David Sutphin David Sutphin Orlando, Florida Area Details
David Sutphin's NBC Securities, Inc. Experience March 2006 - Present
Job Senior Vice President for Financial Advisory Partners, LLC at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   March 2006 - Present
Financial Advisory Partners, LLC   November 2004 - March 2006
AmSouth Bank  February 2002 - October 2004
Bank of America  1979 - 2002
Barnett Bank of Central Florida/ Banc of America   1979 - 1997

Skills
Commercial Lending, Commercial Banking, Loans, Portfolio Management, Credit, Credit Analysis, Financial Structuring, Asset Management, Banking, Small Business Lending, Treasury Management, Loan Origination, Investments, Capital Markets, Commercial Mortgages

Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance, General

Ann Reddy Ann Reddy Birmingham, Alabama Details
Ann Reddy's NBC Securities, Inc. Experience September 1995 - Present
Job Sales Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   September 1995 - Present
Sterne Agee  January 1986 - September 1995

Skills
Customer Service, Series 7, Microsoft Office, Risk Management, Financial Analysis, Sales, Outlook, Credit, Salesforce.com, Banking, Microsoft Excel, Insurance, Series 63, Budgets, Mutual Funds, Investments

Education
University of Alabama

Alan Helene Alan Helene Baltimore, Maryland Area Details
Alan Helene's NBC Securities, Inc. Experience February 2013 - Present
Job Senior Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Wealth Management  March 2009 - February 2013
Ferris, Baker Watts, Inc.   June 1989 - March 2009
Thomson McKinnon  1987 - 1989
Bellamah, Neuhauser & Barrett, Inc.   1981 - 1987

Skills
Strategic Financial..., Bonds, Fixed Annuities, Variable Annuities, Mutual Funds, Portfolio Management, Investment Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Tax-advantaged...

Education
University of Maryland College Park
Bachelor of Science (BS), Secondary Education and Teaching

Sapna Goel Sapna Goel Huntsville, Alabama Details
Sapna Goel's NBC Securities, Inc. Experience July 2010 - Present
Job Registered Sales Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   July 2010 - Present
Progress Investment Services   October 2009 - July 2010
Colonial Bank  May 2006 - October 2009
Colonial Bank  November 2005 - May 2006
Colonial Bank  April 2004 - November 2005
Colonial Bank  February 1998 - April 2004

Skills
Investment Sales, Banking, Customer Service, Underwriting, Teller Operations, Series 7, Series 63, Series 65, Variable Life, Life & Health Insurance..., Capital Management, GAAP Standards, Team Building, International Business, Commercial Banking, Financial Accounting, Quality Control, Economic Policy

Education
John C Calhoun State Community College
Associate's degree, Accounting, 3.89

Stella Maris College
Bachelor's degree, Chemistry

University of Alabama in Huntsville
Bachelor of Science (BS), Finance, 3.941