Platinum Wealth Solutions of Texas, LLC

Description

Address: 3522 Paesanos Pkwy Suite 100, San Antonio, TX 78231 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 998-5000: : Category: Website: : : : : Place name: Website: http://www.platinumwealthsolutionsoftexas.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. Questions & answers Ask a questionBe the first to ask a question

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Platinum Wealth Solutions of Texas, LLC Employees

Employee
Years
Job
Industry
Jennifer Scroggins Jennifer Scroggins San Antonio, Texas Area Details
Jennifer Scroggins's Platinum Wealth Solutions of Texas, LLC Experience April 2012 - Present
Job Director of Financial Planning
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas, LLC   April 2012 - Present
RiverStone Wealth Management  September 2009 - April 2012

Education
Texas State University-San Marcos

Stephanie Holiday Stephanie Holiday San Antonio, Texas Details
Stephanie Holiday's Platinum Wealth Solutions of Texas, LLC Experience May 2013 - June 2014
Job Production Associate at Legacy Mutual Mortgage
Industry Financial Services
Experience
Legacy Mutual Mortgage  June 2014 - Present
Platinum Wealth Solutions of Texas, LLC   May 2013 - June 2014
La Cantar Animal Hospital   December 2012 - May 2013
PetSmart  July 2008 - November 2012

Skills
Manage Client..., Workflow Management, Production Support, Time Management, Residential Mortgages, Telephone Skills

Education
Northwest Vista College   2010 — 2013

Donald Turner,CLU, ChFC Donald Turner,CLU, ChFC Austin, Texas Details
Donald Turner,CLU, ChFC's Platinum Wealth Solutions of Texas, LLC Experience November 2014 - Present
Job Registered Representative at Signator Investors, Inc
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas, LLC   November 2014 - Present
Coordinated Financial Group, Inc   March 1994 - November 2014
Austin, TX  April 1991 - April 1994
Austin, TX.   April 1988 - March 1991

Skills
Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Disability Insurance, Retirement, IRAs, Term Life Insurance, Estate Planning, Long-term Care, 401k, Financial Planning

Education
The University of Texas at Austin   1973 — 1977
BBA, Marketing

Lanier High School   1969 — 1973
High School Diploma

Helen Dao, AAMS, CRPC Helen Dao, AAMS, CRPC San Antonio, Texas Details
Helen Dao, AAMS, CRPC's Platinum Wealth Solutions of Texas, LLC Experience April 2011 - June 2012
Job President/Wealth Manager at Dao Financial Group
Industry Financial Services
Experience
Dao Financial Group   June 2012 - Present
Guerrero CPA  December 2012 - January 2015
Platinum Wealth solutions of Texas, LLC   April 2011 - June 2012
Thrivent Financial for Lutherans  April 2009 - April 2011
USAA  September 2007 - February 2009
Ameriprise Financial  February 2006 - August 2007
Clear Vision Eye Care   July 2003 - July 2006
Henry S. Miller Commercial  October 2003 - January 2005

Skills
Retirement Planning, Fixed Assets, Fixed Annuities, Variable Annuities, College Education..., Investments, Term Life Insurance, Variable Life, Separately Managed..., Long-term Care, Real estate investment..., Unit Investment Trusts, Whole Life, Mutual Funds, Stocks, Bonds, Municipal Bonds, SEP IRA, Simple IRA, Simple 401k plans, Roth IRA, Traditional IRA, Investment Brokerage, Alternative Investments, Series 7, Series 66, 401k, 401k Rollovers, Estate Planning, Business Planning, Business succession..., Student Financial Aid, Uniform trust to minors..., Uniform gift to minors..., Oil & gas investments, Disability Insurance, 403 b, 457 Plans, Uniform Combined State..., Constant Contact, WordPress, Certified Financial..., IRAs, Series 63, Wealth

Education
The American College   2012 — 2015
CFP

University of Houston   2001 — 2006
BBA, Finance and Marketing

James Flores James Flores Lubbock, Texas Area Details
James Flores's Platinum Wealth Solutions of Texas, LLC Experience June 2015 - August 2015
Job Student at Texas Tech University
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas, LLC   June 2015 - August 2015
New Western Acquisitions  January 2015 - January 2015
Wall Street Oasis  May 2014 - August 2014
The Vitamin Shoppe  June 2013 - January 2014

Skills
Sales, Leadership, Marketing Communications, Microsoft Excel, Strategic Planning, Customer Service, Public Speaking, Negotiation, Money Management, Demand Forecasting, Financial Accounting

Education
Texas Tech University
Finance, General

Nick A. Torres Nick A. Torres San Antonio, Texas Area Details
Nick A. Torres's Platinum Wealth Solutions of Texas, LLC Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas, LLC   June 2014 - Present
Platinum Wealth Solutions of Texas, LLC   January 2014 - August 2014
Platinum Wealth Solutions of Texas, LLC   January 2013 - January 2014
Platinum Wealth Solutions of Texas, LLC   February 2012 - January 2013
Gymboree  December 2010 - May 2012
Kohl's Department Stores  November 2008 - December 2010
Super S Foods  July 2007 - October 2008

Education
College for Financial Planning   2015 — 2016
Master of Science (MS), Personal Financial Planning

University of Phoenix   2014 — 2016
Bachelor of Science in Business (BSB), Finance

The University of Texas at San Antonio   2012 — 2013

Northwest Vista College   2009 — 2011
Associate of Arts, Business Administration

Kalli McQueen Kalli McQueen San Antonio, Texas Details
Kalli McQueen's Platinum Wealth Solutions of Texas, LLC Experience May 2012 - May 2013
Job Nonprofit Communications & Development
Industry Public Relations and Communications
Experience
Girl Scouts of Southwest Texas  May 2013 - Present
Pearson Assessments  February 2008 - Present
Platinum Wealth Solutions of Texas, LLC   May 2012 - May 2013
AmeriCorps VISTA/Communities In Schools   April 2011 - May 2012
The Woodhouse Day Spa  January 2009 - April 2011
Briscoe Hall   May 2008 - August 2008
K. Charles & Co   January 2007 - December 2007
Cancer Therapy & Research Center  January 2007 - June 2007
Methodist Healthcare  May 2006 - August 2006

Skills
Copywriting, Grant Writing, Social Media Marketing, Writing, Advertising, Budgeting, Event Planning, Public Relations, Fundraising, Press Releases, Public Speaking, Non-profits, Newsletters, Sales, Editing, Media Relations, Internal Communications, Budgets, Social Media, Research, Community Outreach, Event Management, Marketing, Community Organizing, Blogging, Constant Contact, Non-profit..., Customer Service, Youth Development, Ap Style, Volunteer Management, Technical Writing, Microsoft Office, PowerPoint, Web Content, Mac, Fundraisers, Strategic Communications, Social Networking, Outlook, Proofreading, Copy Editing, Marketing Communications, Philanthropy, Coordinating Events, Pinterest, Email Marketing, Facebook, Program Development, Corporate Communications

Education
Texas State University   2002 — 2006
Bachelor’s Degree, Mass Communications - Public Relations, English