Round Hill Securities
Address: 288 Telephone Rd, Orleans, VT 05860 Phone: (800) 427-6320Place name: : : : Hours: : Website: : Category: : Website: http://roundhillsecurity.com/ Category: Security system supplier 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 Round Hill Security Posting publicly on the Web Write a review Reviews 4 Google reviews
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Round Hill Securities Employees
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company, Inc. February 2010 - March 2012
The Private Consulting Group February 2006 - March 2009
Investors Resources Group, Inc October 2003 - September 2006
Round Hill Securities February 1995 - August 2003
Education
University of San Diego 1977 — 1980
Business Administration
First Allied Securities June 2005 - Present
Round Hill Securities January 2000 - June 2005
RBC Dain Rauscher July 1996 - January 2000
Skills
Retirement Planning, 401k Rollovers, Investments, Stocks, Strategic Financial..., Asset Allocation, Insurance, Variable Annuities, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, 401k, Retirement, Wealth Management, Series 24, Series 63, IRAs, Asset Management, Securities, Life Insurance, 529 Plans, Term Life Insurance, Series 7, ETFs, Health Insurance, Long Term Care Insurance, Financial Advisory, Long-term Care, Series 65, Financial Planners, Finance, FINRA, Investment Strategies, Disability Insurance, Portfolio Management, Uniform Combined State..., Financial Services, Annuities, IRA's, Financial Planning
Education
University of Arizona 1988 — 1990
Finance, Business
Emmett A Larkin Co Inc January 1998 - December 2007
Round Hill Securities January 1997 - January 1998
Skills
Management, Leadership, Microsoft Excel, Training, Microsoft Office, Research, Sales, Microsoft Word, PowerPoint, Customer Service
Education
University of California, Riverside 1988 — 1992
Bachelor of Arts (B.A.), Art History
San Ramon Valley High 1985 — 1988
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Prime Capital Equities January 2015 - Present
Pacific Sotheby`s International Realty May 2014 - Present
Pacific Sotheby's International Realty: Prime Capital Equities May 2014 - Present
Willis Allen Real Estate January 2013 - April 2014
Villas de Oro at Palmilla January 1999 - December 2012
Round Hill Securities April 1995 - November 2004
Prudential Securities April 1990 - May 1995
Shearson Lehman Hutton January 1988 - May 1990
Merrill Lynch January 1980 - May 1988
Pacific Stock Exchange Options Floor February 1980 - December 1982
Skills
Series 7, Series 24, Series 63, Securities, Investment Advisory, Asset Management, Investments, Real Estate, Financial Analysis, California Real Estate..., Asset Managment, Real Estate License, Sellers, Real Estate Development, Investors, Luxury, Real Estate Transactions, Investment Properties, Residential Homes, Finance, International Real..., Sales, Real Estate Financing, Vacation Homes, REO, Real Estate Economics, Rentals, Short Sales, Condos, Real Property, Foreclosures, Single Family Homes, Property, Relocation, Property Management, Listings, Peer to Peer Lending, Buyers, Buyer Representation, Referrals
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts, Social Welfare & Economics
Saint Ignatius College Preparatory 1972 — 1976
High School, High School Diploma
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
First Allied Securities March 2014 - Present
First Allied Securities December 2010 - March 2014
First Allied Securities November 2009 - December 2010
First Allied Securities July 2008 - November 2009
Round Hill Securities January 2002 - August 2005
Skills
Instructional Design, Instructor-led Training, Technical Training, Hands-on Training, Conference Organization, Conference Coordination, Captivate, PowerPoint, Customer Engagement, Customer Service, Financial Services, Communication, Learning Management..., Learn New Software..., Time Management, Teamwork, Organization &..., Leadership, Training
Education
Grossmont College 2008 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations
Financial Industry Regulatory Authority May 2012 - Present
Mechanics Investments and Insurance Services January 2006 - May 2012
Round Hill Securities August 2002 - July 2005
Round Hill Securities August 2002 - July 2005
Pacific Exchange October 2000 - July 2002
OMF International April 1996 - September 2000
Wise Surfboards July 1995 - March 1996
Pacific Stock Exchange March 1985 - July 1995
Education
San Francisco State University 1981 — 1985
BA, English
Diablo Valley College 1978 — 1979
DR Horton September 2005 - Present
Round Hill Securities March 1994 - September 2001
Education
Brown University 1979 — 1983
Financial Management Inc. August 2014 - Present
Shadow Run Homeowners Association April 2009 - Present
Express Personnel Inc. September 2011 - July 2014
Shadow Run Homeowners Association April 2007 - April 2010
Round HIll Securities December 1996 - September 2003
Skills
Microsoft Word 2007,..., Microsoft Excel 2007,..., High attention to..., Investments, Microsoft Outlook, Handle Incoming and..., Accounting, Handle confidential and..., Time Management, Excellent communication..., Scheduling and Calendar..., MS Office 2007..., Banking, Financial Analysis, Securities, Able to navigate..., Human Resources, Customer Service, Portfolio Management, Mutual Funds, Financial Services, 10 Key Touch, Credit, Equities, Strategic Financial..., Wealth Management, Asset Management, Customer Satisfaction, Investment Advisory, Relationship Management, Loans, Risk Management, 5 plus years as a..., Word Processing and..., Handle Financial..., Ordering and purchasing..., Maintaining office..., Series 7, Answering Multiline..., Insurance, Maintaining Files and..., Valid Washington State..., Quickbooks, Outlook, Microsoft Excel
Education
CED Solutions Inc. 2011 — 2011
Microsoft Master Certification, Microsoft Office 2007 Specialist
Idaho State University
Medical Stenography & Technical Stenography, All aspects of office management, bookkeeping and secretarial duties.
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2013
Lehman Brothers March 2005 - September 2008
Round Hill Securities September 2002 - March 2005
Skills
Investments, Portfolio Management, Private Banking, Sales
Education
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), Economics
Las Lomas High School 1994 — 1998