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Jerome A. | Elance
 
176985602337900
Last Sign-in: Dec 6, 2011

Jerome A.

Financial Advisor -15 years experience
   United States
  |  5:33 pm Local Time

Overview

Minimum Hourly Rate $20

I am a series 7 and 66 licensed rep. I've done consulting a majority of my career with broker dealers, wholesalers, insurance agencies and large financial advisor practices. While I maintain my own client base I enjoy the variety that various consulting opportunities provide.

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Skills (4)

Tested
Microsoft Excel 2010 Test
My Score
avg
Selling Skills Test
My Score
avg

Service Description

I can help with consulting, presentation design, financial analysis, financial plan writing, book of business review, etc...

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Education

Minnesota State Univ
Certified Financial Planner Cirriculum
2002 - 2003
Southwestern Oklahoma State Univ.
Marketing
1995 - 1998
Overview  |  Job History  |  Resume/C.V.

Keywords

financial
planning
investments
powerpoint
presentations
mutual fund
etf
stock
investor
morningstar
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  • 12 months
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Identity
Username
jalexander1977
Type
Individual
Member Since
May 2011
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Jerome A. | Elance

Jerome A.