World Group Securities, Inc.
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World Group Securities, Inc. Employees
Employee
Years
Job
Industry
Tim Wooten Tim Wooten's World Group Securities, Inc. Experience January 2002 - January 2012
Job Investment Advisor at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
Transamerica Financial Advisors, Inc. January 2012 - Present
World Group Securities, Inc. January 2002 - January 2012
World Group Securities, Inc. January 2002 - January 2012
First Baptist Church of Aloha June 1990 - December 1999
Skills
Sales Management, Business Coaching, Team Building, Team Leadership, Sales Presentations, Sales, Mentoring, Mutual Funds, IRAs, 401k, Life Insurance, Fixed Annuities, Retirement Planning, Investment Advisory, Wealth Management, Recruiting, Retirement, Financial Analysis, Management
Education
Portland State University 1991 — 1993
Business
Transamerica Financial Advisors, Inc. January 2012 - Present
Transamerica Financial Advisors, Inc. January 2012 - Present
World Group Securities, Inc. January 2002 - January 2012
World Group Securities, Inc. January 2002 - January 2012
First Baptist Church of Aloha June 1990 - December 1999
Skills
Sales Management, Business Coaching, Team Building, Team Leadership, Sales Presentations, Sales, Mentoring, Mutual Funds, IRAs, 401k, Life Insurance, Fixed Annuities, Retirement Planning, Investment Advisory, Wealth Management, Recruiting, Retirement, Financial Analysis, Management
Education
Portland State University 1991 — 1993
Business
Marcus Jenkins Marcus Jenkins's World Group Securities, Inc. Experience January 2009 - January 2012
Job Our firm doesn't require a minimum investment or net worth to get started.
Industry Financial Services
Experience
Transamerica January 2012 - Present
Axianta Financial Partners, Inc. December 2007 - Present
Investment Advisors International, Inc. October 2009 - January 2012
World Group Securities, Inc. January 2009 - January 2012
Skills
Retirement Planning, Education IRAs, Mutual Funds, Fixed Indexed Annuities, Variable Annuities, 401k Rollovers, Risk Management, Term Life Insurance, Life Insurance, 401k, Long Term Care Insurance, Managed Acounts, 529 College Plans, Business Retirement..., Financial Services, LTC riders, Debt Settlement, Group Benefit Plans, Entrepreneurship, Creativity Skills, Non-fiction Writer, Trade Show marketing, Clinical Hypnosis, Photoshop, WordPerfect, Adobe Acrobat
Education
California State University-Northridge 2007 — 2007
Tseng College of Extended Learning - Certificate, Real Estate and Property Appraisal, A
Huntington Pacific University 2002 — 2002
Certificate - Certified Clinical Hypnotherapist, Hypnotherapy/Hypnotherapist, A
School of Hard Knocks - Practical self education through self employment 1991 — 2005
Self education through self employment., Neon Art, Signs, Graphic Arts & Photography, Advertising communication, sales and marketing
Western College of Telecommunication 1985 — 1985
Certificate, Telecommunications Technology/Technician, A+
Los Angeles Pierce College 1980 — 1981
Fine/Studio Arts, General
Reseda High School 1974 — 1977
Diploma, Art/Art Studies, Photography, A
Transamerica January 2012 - Present
Axianta Financial Partners, Inc. December 2007 - Present
Investment Advisors International, Inc. October 2009 - January 2012
World Group Securities, Inc. January 2009 - January 2012
Skills
Retirement Planning, Education IRAs, Mutual Funds, Fixed Indexed Annuities, Variable Annuities, 401k Rollovers, Risk Management, Term Life Insurance, Life Insurance, 401k, Long Term Care Insurance, Managed Acounts, 529 College Plans, Business Retirement..., Financial Services, LTC riders, Debt Settlement, Group Benefit Plans, Entrepreneurship, Creativity Skills, Non-fiction Writer, Trade Show marketing, Clinical Hypnosis, Photoshop, WordPerfect, Adobe Acrobat
Education
California State University-Northridge 2007 — 2007
Tseng College of Extended Learning - Certificate, Real Estate and Property Appraisal, A
Huntington Pacific University 2002 — 2002
Certificate - Certified Clinical Hypnotherapist, Hypnotherapy/Hypnotherapist, A
School of Hard Knocks - Practical self education through self employment 1991 — 2005
Self education through self employment., Neon Art, Signs, Graphic Arts & Photography, Advertising communication, sales and marketing
Western College of Telecommunication 1985 — 1985
Certificate, Telecommunications Technology/Technician, A+
Los Angeles Pierce College 1980 — 1981
Fine/Studio Arts, General
Reseda High School 1974 — 1977
Diploma, Art/Art Studies, Photography, A
Kim Scouller Kim Scouller's World Group Securities, Inc. Experience May 2002 - May 2006
Job Investment Advisor Representative
Industry Financial Services
Experience
OnlyBlueSkies.com January 2014 - Present
Transamerica Financial Advisors, Inc. October 2007 - Present
World Financial Group, Inc. September 2007 - Present
Jade Law Offices of Kim Scouller, LLC November 2006 - Present
World Group Securities, Inc. May 2002 - May 2006
World Financial Group, Inc. June 2001 - May 2006
Skills
Estate Planning, Securities Regulation, Fixed Annuities, Mutual Funds, Retirement Planning, IRAs, Securities, Wealth Management, Intellectual Property, Series 63, Insurance, Investments, Series 7, Strategic Financial..., Variable Annuities, Roth IRA, Investment Advisory, Small Business, Universal Life, 401k, Investment Strategies, Long-term Care, Financial Advisory, Retirement, 401k Rollovers
Education
Louis D. Brandeis School of Law at the University of Louisville 1986 — 1989
JD, Magna Cum Laude
Saint Mary's College 1979 — 1983
BA
OnlyBlueSkies.com January 2014 - Present
Transamerica Financial Advisors, Inc. October 2007 - Present
World Financial Group, Inc. September 2007 - Present
Jade Law Offices of Kim Scouller, LLC November 2006 - Present
World Group Securities, Inc. May 2002 - May 2006
World Financial Group, Inc. June 2001 - May 2006
Skills
Estate Planning, Securities Regulation, Fixed Annuities, Mutual Funds, Retirement Planning, IRAs, Securities, Wealth Management, Intellectual Property, Series 63, Insurance, Investments, Series 7, Strategic Financial..., Variable Annuities, Roth IRA, Investment Advisory, Small Business, Universal Life, 401k, Investment Strategies, Long-term Care, Financial Advisory, Retirement, 401k Rollovers
Education
Louis D. Brandeis School of Law at the University of Louisville 1986 — 1989
JD, Magna Cum Laude
Saint Mary's College 1979 — 1983
BA
Shanika Norman Shanika Norman's World Group Securities, Inc. Experience March 2009 - January 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. October 2011 - January 2012
World Group Securities, Inc. March 2009 - January 2012
City of Corona July 2003 - February 2010
Education
California Baptist University
Organizational Leadership
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. October 2011 - January 2012
World Group Securities, Inc. March 2009 - January 2012
City of Corona July 2003 - February 2010
Education
California Baptist University
Organizational Leadership
Jack Burns II Jack Burns II's World Group Securities, Inc. Experience 2001 - 2004
Job Business Owner – Real Estate at The Dads, LP
Industry Real Estate
Experience
The Dads, LP 2004 - Present
World Group Securities, Inc. 2001 - 2004
Advanced Digital Cellular 1999 - 2001
Advanced Cellular South 1997 - 1999
BibleQuest 1996 - 1997
MCI 1992 - 1993
Skills
Real Estate, Sales, Business Planning, Credit, Marketing, Investments, Investment Properties, Sales Management, Retail, Property Management, Advertising, Insurance, Short Sales, Sales Operations, Relocation, Entrepreneurship, New Home Sales, B2B, Negotiation, Property, Real Estate Transactions, Time Management, Single Family Homes, Referrals, Selling, FHA, Management, Foreclosures, Finance, Buyers, Customer Retention, Leadership, Sellers, Listings, Mergers, Residential Homes, Rentals, Contract Negotiation, Strategy, Buyer Representation, Investors, REO, Customer Service, Small Business, Mortgage Lending, First Time Home Buyers, Real Estate Financing, Real Property, New Business Development, HUD
Education
Austin Community College
The Dads, LP 2004 - Present
World Group Securities, Inc. 2001 - 2004
Advanced Digital Cellular 1999 - 2001
Advanced Cellular South 1997 - 1999
BibleQuest 1996 - 1997
MCI 1992 - 1993
Skills
Real Estate, Sales, Business Planning, Credit, Marketing, Investments, Investment Properties, Sales Management, Retail, Property Management, Advertising, Insurance, Short Sales, Sales Operations, Relocation, Entrepreneurship, New Home Sales, B2B, Negotiation, Property, Real Estate Transactions, Time Management, Single Family Homes, Referrals, Selling, FHA, Management, Foreclosures, Finance, Buyers, Customer Retention, Leadership, Sellers, Listings, Mergers, Residential Homes, Rentals, Contract Negotiation, Strategy, Buyer Representation, Investors, REO, Customer Service, Small Business, Mortgage Lending, First Time Home Buyers, Real Estate Financing, Real Property, New Business Development, HUD
Education
Austin Community College
Adrian Y. Meyers Adrian Y. Meyers's World Group Securities, Inc. Experience November 2003 - November 2007
Job Bilingual Radio Personality, TV PR & Marketing Professional, Seeking Interpretation Opportunities for Growth
Industry Broadcast Media
Experience
JBS International, Inc. May 2015 - June 2015
Bloomingdale's Stanford October 2014 - January 2015
University of Pennsylvania's Linguistic Data Consortium June 2014 - September 2014
Chinese American Voice, Inc. August 2002 - November 2008
World Group Securities, Inc. November 2003 - November 2007
Southern Wine & Spirits of New York July 2006 - April 2007
ETTV America, Corp. August 2004 - August 2006
Hsiao & Associate, Inc. (OSJ Branch of WMA Securities, Inc.) March 2000 - March 2002
Education
Golden Gate University
Master of Science (MS), Public Relations
San Francisco State University
Bachelor of Arts (BA), Radio and Television
National Taiwan University of Arts
Associate's degree, Radio and Television
JBS International, Inc. May 2015 - June 2015
Bloomingdale's Stanford October 2014 - January 2015
University of Pennsylvania's Linguistic Data Consortium June 2014 - September 2014
Chinese American Voice, Inc. August 2002 - November 2008
World Group Securities, Inc. November 2003 - November 2007
Southern Wine & Spirits of New York July 2006 - April 2007
ETTV America, Corp. August 2004 - August 2006
Hsiao & Associate, Inc. (OSJ Branch of WMA Securities, Inc.) March 2000 - March 2002
Education
Golden Gate University
Master of Science (MS), Public Relations
San Francisco State University
Bachelor of Arts (BA), Radio and Television
National Taiwan University of Arts
Associate's degree, Radio and Television
Andrew Laws Andrew Laws's World Group Securities, Inc. Experience June 2004 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Group Securities, Inc. June 2004 - January 2012
Wells Fargo Investments, LLC August 2003 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Bucknell University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Group Securities, Inc. June 2004 - January 2012
Wells Fargo Investments, LLC August 2003 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Bucknell University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Aaron Konoff Aaron Konoff's World Group Securities, Inc. Experience February 2011 - January 2012
Job Produce Clerk at Kroger
Industry Higher Education
Experience
Kroger February 2013 - Present
Transamerica Financial Advisors - Transamerica Financial Group Division January 2012 - November 2012
World Group Securities, Inc. February 2011 - January 2012
Investment Advisors International February 2011 - January 2012
World Group Securities April 2002 - February 2011
WMA Securities February 2001 - April 2002
WMA Securities October 1995 - April 2002
Skills
Leadership, Management
Education
Owens Community College 2012 — 2016
Associate of Arts and Sciences (AAS), Magnetic Resonance Imaging (MRI) Technology/Technician
University of Toledo 1987 — 1992
Bachelors of Education
Kroger February 2013 - Present
Transamerica Financial Advisors - Transamerica Financial Group Division January 2012 - November 2012
World Group Securities, Inc. February 2011 - January 2012
Investment Advisors International February 2011 - January 2012
World Group Securities April 2002 - February 2011
WMA Securities February 2001 - April 2002
WMA Securities October 1995 - April 2002
Skills
Leadership, Management
Education
Owens Community College 2012 — 2016
Associate of Arts and Sciences (AAS), Magnetic Resonance Imaging (MRI) Technology/Technician
University of Toledo 1987 — 1992
Bachelors of Education
Andrew Schaad's World Group Securities, Inc. Experience June 2002 - February 2005
Job Administration AVP at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance
Heidi DeMartis's World Group Securities, Inc. Experience 1999 - 2005
Job MBA, Private Wealth Management Associate, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Morgan Stanley September 2009 - January 2010
Wasatch Advisors, Inc. January 2005 - November 2008
World Group Securities, Inc. 1999 - 2005
Morgan Stanley 1997 - 1999
HomeFed Bank, F.S.B. (San Diego) 1984 - 1994
Skills
Finance, Equities, Microsoft Office, Bloomberg, Internal Audit, Mutual Funds, Risk Management, Series 7, Management, Change Management, Investments, Fixed Income, Asset Management, Financial Analysis, Capital Markets, Financial Modeling, Alternative Investments
Education
Westminster College 2009 — 2010
MBA, Bill and Vieve Gore School of Business
California State University-Hayward - School of Business and Economics 1994 — 1997
B.S., Business Administration, New Ventures
Half Moon Bay High School 1976 — 1980
Goldman Sachs January 2010 - Present
Morgan Stanley September 2009 - January 2010
Wasatch Advisors, Inc. January 2005 - November 2008
World Group Securities, Inc. 1999 - 2005
Morgan Stanley 1997 - 1999
HomeFed Bank, F.S.B. (San Diego) 1984 - 1994
Skills
Finance, Equities, Microsoft Office, Bloomberg, Internal Audit, Mutual Funds, Risk Management, Series 7, Management, Change Management, Investments, Fixed Income, Asset Management, Financial Analysis, Capital Markets, Financial Modeling, Alternative Investments
Education
Westminster College 2009 — 2010
MBA, Bill and Vieve Gore School of Business
California State University-Hayward - School of Business and Economics 1994 — 1997
B.S., Business Administration, New Ventures
Half Moon Bay High School 1976 — 1980
Kathy Sfondeles's World Group Securities, Inc. Experience 2001 - 2005
Job Executive Assistant to SVP, General Counsel and COO at GridLiance
Industry Food Production
Experience
GridLiance, a Blackstone Company March 2015 - Present
Preferred Meal Systems August 2008 - March 2015
Kane County Cougars March 2006 - May 2008
World Group Securities, Inc. 2001 - 2005
Skills
Project Management, Project Planning, MS Project, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, OneNote, Adobe Acrobat, Business Objects, Analytics, KPI Dashboards, KPI Reports, Microsoft CRM, Photoshop, Event Planning, Event Management, Proposal Production, Customer Service, Calendar Planning, Travel Management, Concur, Expenses, Liasoning, Typing, Letter Writing, Phone Etiquette, SharePoint, Visio, Process Improvement, Forecasting, Inventory Management, Strategic Planning, Team Building, Management, Leadership
Education
DePaul University 2011 — 2011
Certification, Project Management
Loyola University of Chicago 1999 — 2004
Bachelor of Science (BS), Management Information Systems, General
GridLiance, a Blackstone Company March 2015 - Present
Preferred Meal Systems August 2008 - March 2015
Kane County Cougars March 2006 - May 2008
World Group Securities, Inc. 2001 - 2005
Skills
Project Management, Project Planning, MS Project, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, OneNote, Adobe Acrobat, Business Objects, Analytics, KPI Dashboards, KPI Reports, Microsoft CRM, Photoshop, Event Planning, Event Management, Proposal Production, Customer Service, Calendar Planning, Travel Management, Concur, Expenses, Liasoning, Typing, Letter Writing, Phone Etiquette, SharePoint, Visio, Process Improvement, Forecasting, Inventory Management, Strategic Planning, Team Building, Management, Leadership
Education
DePaul University 2011 — 2011
Certification, Project Management
Loyola University of Chicago 1999 — 2004
Bachelor of Science (BS), Management Information Systems, General
Derrick Vermillion's World Group Securities, Inc. Experience December 2005 - January 2012
Job Chief Compliance Officer at The Impact Partnership
Industry Financial Services
Experience
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
Lauri Friel's World Group Securities, Inc. Experience May 1999 - May 2005
Job Director of Compliance at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate