Sunbelt Securties, Inc.
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10 Sunbelt Securties, Inc. employees in database. Find out everything there's to know about Sunbelt Securties, Inc. 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.
Sunbelt Securties, Inc. Employees
SB Investment Group August 2012 - Present
Sunbelt Securties, Inc. October 2011 - Present
Caphin, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. May 2005 - October 2011
Ameriprise Financial Services, Inc. September 2006 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, Financial Services, Wealth, Financial Planners, Financial Advisory, Wealth Management, Insurance, Alternative Investments, Retirement, Investment Advisory, Finance, Saving for Education, Retirement Income..., Series 7, Wealth Preservation...
Education
The University of Texas at Austin
Finance, Pre-Med
The University of Texas at Austin - The Red McCombs School of Business
B.B.A., Finance
College of Financial Planning 2006 — 2007
Sunbelt Securties, Inc. March 2010 - Present
Ameriprise Financial October 2007 - March 2010
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Alternative Investments, Retirement Planning, Estate Planning, Saving for Education, Wealth Management, 401k, Series 7, Series 66
Education
Texas A&M University 2002 — 2007
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Sunbelt Securties, Inc. May 2012 - Present
Wells Fargo May 2008 - May 2012
Education
New England College of Business and Finance 2011 — 2012
The University of Texas at Austin 2004 — 2008
Liberal Arts, Economics
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial Services, Inc. October 2009 - April 2010
Ameriprise Financial Services, Inc. 2005 - April 2010
Rice University Mathematics Department August 2002 - April 2005
Skills
Alternative Investments, Private Placements, Retirement Planning, Investment Management, Estate Planning
Education
Rice University 2002 — 2005
M.A., Mathematics
Texas Christian University 1998 — 2002
B.S., Economics & Mathematics
Jolliffe Captial Inc. 2007 - Present
Sunbelt Securties, Inc. March 2004 - Present
Innovative Financial Partners 2004 - Present
Mass Mutual 2004 - 2007
New England Financial 1995 - 2004
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7
Education
The American College 1996 — 2000
Chartered Financial Consultant - ChFC, Financial Planning, Estate Planning, Income Taxation & Investment Planning
Colorado State University 1989 — 1994
Finance, Business and Economics
Sunbelt Securties, Inc. August 2011 - Present
The Clorox Company June 2010 - August 2010
Skills
Saving for Education, Wealth Accumulation, Retirement Planning, Series 7, Investment Advisory, 401k, Alternative Investments, Wealth Management, Asset Allocation, Mutual Funds, Estate Planning
Education
University of San Diego 2007 — 2011
Accountancy, Accounting, Finance, Real Estate
Strake Jesuit College Preparatory 2004 — 2007
ProFusion Financial May 2015 - Present
Impression Realty March 2010 - Present
Sunbelt Securties, Inc. September 2013 - May 2015
Black Barrel Energy, LP June 2012 - April 2013
San Francisco 49ers February 2012 - June 2012
Cleveland Browns 2003 - 2011
Skills
Community Service, Life Insurance, Disability Insurance, Group Benefit Plans, Retirement Planning, Health Insurance, 401k Rollovers, Investments, Tax Reduction, Crude, Options, Hedging, NFL, Commodity Markets, Fixed Price, Natural Gas, Entrepreneurship
Education
Rice University 1998 — 2003
BS, Mechanical Engineering
Additional Education
CHS
Sunbelt Securties, Inc. October 2009 - Present
Lantern Investments, Inc. February 2008 - October 2009
Morgan Keegan August 1999 - January 2008
Merrill Lynch December 1985 - September 1999
Education
The University of Memphis 1979 — 1983
BBA, finance, economics
University of Tennessee-Knoxville
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial January 2006 - April 2010
Ameriprise January 2006 - April 2010
Education
Rice University
CFP
Universidad Andres Bello
Spanish
University of Houston
Finance and Management, Minor Spanish, Finance
Sunbelt Securties, Inc. June 2012 - Present
Milkie Ferguson Investments November 2007 - June 2012
Comerica 1992 - 2007
JPMorgan Chase 1986 - 1992
Merrill Lynch 1981 - 1985
Skills
Investment Advisory, Securities, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Investments, Banking, Strategic Financial..., Wealth Management..., Series 63, High Net Worth..., Financial Analysis, Credit, Mutual Funds, Loans, Wealth, Mortgage Lending, Fixed Annuities, Series 6
Education
Southern Methodist University 1994 — 2000
MLA, Liberal Arts
Southern Methodist University 1994 — 2000
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Louisiana State University 1982 — 1985
BS, Finance