Sunbelt Securties, Inc.

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Sunbelt Securties, Inc. Employees

Employee
Years
Job
Industry
Donna Chen, CRPC® Donna Chen, CRPC® Houston, Texas Area Details
Donna Chen, CRPC®'s Sunbelt Securties, Inc. Experience October 2011 - Present
Job Managing Partner at SB Investment Group
Industry Financial Services
Experience
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

Jack Hirschman Jack Hirschman Houston, Texas Area Details
Jack Hirschman's Sunbelt Securties, Inc. Experience March 2010 - Present
Job Private Wealth Advisor at Sunbelt Securities, Inc.
Industry Financial Services
Experience
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

John Fleckenstein II John Fleckenstein II Kerrville, Texas Details
John Fleckenstein II's Sunbelt Securties, Inc. Experience May 2012 - Present
Job VP Porfolio Manager at Sunbelt Securities
Industry Financial Services
Experience
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

Charles Bingham Charles Bingham Houston, Texas Area Details
Charles Bingham's Sunbelt Securties, Inc. Experience April 2010 - Present
Job Wealth Manager
Industry Financial Services
Experience
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

Kirk Freedle, ChFC Kirk Freedle, ChFC Greater Denver Area Details
Kirk Freedle, ChFC's Sunbelt Securties, Inc. Experience March 2004 - Present
Job Investment Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
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

Mickey Knauss Mickey Knauss Houston, Texas Area Details
Mickey Knauss's Sunbelt Securties, Inc. Experience August 2011 - Present
Job Financial Advisor / Wealth Manager at Sunbelt Securties, Inc. CRPC®
Industry Financial Services
Experience
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

Ryan Pontbriand Ryan Pontbriand Houston, Texas Area Details
Ryan Pontbriand's Sunbelt Securties, Inc. Experience September 2013 - May 2015
Job Vice President at ProFusion Financial
Industry Investment Management
Experience
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

Jeff Roys Jeff Roys Houston, Texas Area Details
Jeff Roys's Sunbelt Securties, Inc. Experience October 2009 - Present
Job Financial Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
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

James Reddish, CFP®, CRPC® James Reddish, CFP®, CRPC® Houston, Texas Area Details
James Reddish, CFP®, CRPC®'s Sunbelt Securties, Inc. Experience April 2010 - Present
Job Private Wealth Consultant at Sunbelt Securties, Inc.
Industry Financial Services
Experience
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

Belinda Aucoin Belinda Aucoin Dallas/Fort Worth Area Details
Belinda Aucoin's Sunbelt Securties, Inc. Experience June 2012 - Present
Job Financial Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
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