Prime Capital Services
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11 Prime Capital Services employees in database. Find out everything there's to know about Prime Capital Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prime Capital Services Employees
Schlager Schlager & Levin July 2006 - Present
Prime Capital Services 1999 - 2006
Washington Square Securities 1996 - 1999
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Life Insurance, Life Insurance Policy..., Succession Planning, 401k Rollovers, Income Protection
Education
The American College
Curtain Call Playhouse April 2003 - Present
PazTax LLC 2014 - Present
Journey of Exploration 2012 - Present
Prime Capital Services May 2010 - February 2014
Skills
Theatre, Dance, Creative Writing, Microsoft Office, Office Management, Public Speaking, Experience Working with..., Theatrical Production, Set Design, Microsoft Excel, Outlook, Microsoft Word, Data Entry, PowerPoint, Time Management, Invoicing, Accounting, Access, QuickBooks, Windows, Teamwork, Drama, Community Theatre, Acting, Belly Dance, Fiction Writing, Poetry, Stage Lighting, Stage, Music, Teaching, Marketing, Proofreading, Musical Theatre
Education
Florida International University
Linguistics
Financial Services Institution Compliance AssociateNYLIFE Securities LLC2014 - 2015
Prime Capital Services June 1998 - November 2013
LT Lawrence and Company May 1997 - May 1998
First United Equities Corp. January 1996 - May 1997
Auerbach, Pollack and Richardson Inc. February 1993 - January 1996
Nathan and Lewis Securities Corp. November 1991 - February 1993
Robb, Peck, MCooey Specialist Corp. May 1991 - November 1991
New York Stock Exchange Inc. November 1989 - May 1991
Smith Barney, Harris Upham and Co. May 1987 - November 1989
Skills
Series 63, Securities, Series 7, FINRA, Series 24, Mutual Funds, Accounting, Financial Advisory, Fixed Income, Series 65, AML, Investment Advisory, Strategic Financial..., Retirement Planning, Trading, Broker-Dealer, IRAs, Uniform Combined State..., Asset Management, Variable Annuities, Equities, Bonds, 401k, Alternative Investments, Fixed Annuities, Life Insurance, Portfolio Management, Series 6, Corporate Actions, Asset Allocation, Investment Strategies, Financial Services, Valuation, Investments, Stocks, Retirement, Wealth Management, Securities Regulation, Financial Planners
Education
New York University School of Continuing Education 1988 — 1990
Certificate in Financial Markets
Dutchess Community College 1981 — 1985
Associate of Applied Science, Data Processing
Marlboro Central High School 1977 — 1981
Weiss Financial Group October 2011 - Present
Weiss Advisory Group, LLC December 2010 - December 2011
Asset & Financial Planning, Ltd. December 2010 - December 2011
Prime Capital Services March 2010 - December 2011
Money Magazine November 2002 - December 2009
Mutual Funds Magazine January 2000 - November 2002
Wing Kosner, LLC January 1999 - 2000
Pearson North America January 1996 - December 1999
Skills
Holistic Financial..., Retirement Planning, Investment Advisory, College Education..., Wealth Management, Wealth Accumulation..., Asset Managment, Personal Financial..., College Funding..., Wealth Preservation..., Investments, Certified Financial..., Asset Allocation, Education Funding, Financial Advisory, Licensed Life Insurance..., Personal Finance, College Savings Plans, Traditional IRA, 401k Rollovers, Securities, Asset Planning, Simple IRA, 401k, 403 b, SEP IRA, Series 7, Uniform Combined State..., Junxure, Moneyguide Pro, FPA
Education
Kaplan University: School of Professional and Continuing Education 2010 — 2012
Cetificate in Financial Planning, Financial Planning and Services
State University of New York at New Paltz 1993 — 1996
Bachelor of Fine Arts, Graphic Design
Mahopac High School 1988 — 1992
Diploma
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
Wells Fargo 2013 - Present
Prime Capital Services December 2009 - 2012
Skills
Life & Health Insurance..., Series 7, Fixed Annuities, FINRA, Alternative Investments, Retirement Plan..., Investment Strategies, Financial Advisory, College Savings Plans, Whole Life, Wealth Accumulation, Term Life Insurance, Bonds, Licensed Life, Variable Annuities, Investments, Roth IRA, IRAs, Life Insurance, Long Term Care Insurance, Securities, Mutual Funds, Long-term Care, 63 Licenses, Series 65, 529 Plans, Investment Advisory, Wealth Management, Asset Allocation
Education
Edison Community College
John Hancock Financial Network November 2012 - Present
Prime Capital Services June 2007 - November 2012
Morgan Stanley January 1998 - May 2007
Education
University of Pennsylvania 1986 — 1987
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania 1982 — 1986
Bachelor of Arts
Miller/Howard Investments February 2012 - Present
Prime Capital Services June 2005 - February 2012
Prime Capital Services July 2005 - June 2007
Gilman Ciocia October 2003 - July 2005
Skills
Compliance, Staff Training, Registration
Education
State University of New York Maritime College 1993 — 1998
Facilities Engineering
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
National Asset Management, Inc. August 2014 - Present
National Securities Corp. August 2013 - Present
Gilman Ciocia January 2013 - November 2013
Prime Capital Services November 2003 - March 2012
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, FINRA, Investment Advisory, Options, Trading, Securities, Wealth Management, Mutual Funds, Financial Services, Equities, Bonds, ETFs, Stocks, Variable Annuities, Asset Management, Investments, Alternative Investments, Fixed Annuities, Series 63, Uniform Combined State..., Series 65
Education
Dutchess Community College 2000 — 2003