Charles O Pacek

Assistant Vice President-Premium Elite Relationship Manager

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Location:

1217 Pacific Ave, Natrona Heights, PA 15065

Industry:

Investment Management

Work:

Merrill Edge Oct 2012 - Feb 2014
Investment Specialist-Premium Group
Merrill Edge Oct 2012 - Feb 2014
Assistant Vice President-Premium Elite Relationship Manager
Sagepoint Financial Jul 2011 - Nov 2012
Sales Supervision Analyst
Charles Schwab Dec 2006 - Dec 2010
Registered Representative
Pnc 2004 - 2005
Financial Services Associate

Education:

Skills:

Series 7
Series 63
Investments
Financial Services
Mutual Funds
Portfolio Management
Asset Allocation
Retirement Planning
Securities
Financial Advisory
Leadership
Financial Analysis
Fixed Annuities
Finra
Finance
Wealth Management Services
Retirement
Wealth Management
Investment Advisory
Series 65
Variable Annuities
Insurance
Uniform Combined State Law
Risk Management
401K
Fixed Income
Estate Planning
Bonds
Asset Management
Bloomberg
Strategic Financial Planning
Iras
Options
Investment Strategies
Financial Planners
Banking
Equities
Roth Ira
Alternative Investments
Retirement Savings
Wealth
Trading
Etfs
Relationship Management
Wealth Accumulation
Financial Risk
Financial Markets

Languages:

English

Certifications:

Series 7
Series 63
Finra

Investment Specialist At Merrill Lynch

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Position:

Investment Specialist-Premium Group at Merrill Lynch

Location:

Phoenix, Arizona Area

Industry:

Investment Management

Work:

Merrill Lynch - Chandler, AZ since Oct 2012
Investment Specialist-Premium Group
SagePoint Financial - Phoenix, AZ Jul 2011 - Nov 2012
Sales Supervision Analyst
Charles Schwab Dec 2006 - Dec 2010
Registered Representative
PNC Financial Services 2004 - 2005
Financial Services Associate

Education:

Skills:

Series 7
Retirement Planning
Mutual Funds
Securities
Financial Advisory
Asset Allocation
Series 63
Fixed Income
Insurance
Estate Planning
Bonds
Investments
Asset Management
Bloomberg
Strategic Financial Planning
Leadership
Portfolio Management
IRAs
Wealth Management Services
Options
Investment Strategies
Financial Planners
Financial Analysis
Fixed Annuities
Uniform Combined State Law
Banking
Equities
Roth IRA
Financial Services
Alternative Investments
Retirement
401k
Retirement Savings
Risk Management
FINRA
Wealth
Trading
Wealth Management
ETFs
Finance
Relationship Management

Certifications:

Series 7, FINRA
Series 63, FINRA

Charles Pacek Phoenix, AZ

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Work:

Charles Schwab & Co

2006 to 2010
Registered Representative II PNC Financial Services Group

2004 to 2005
Financial Services Consultant General Nutrition Centers Inc

1997 to 2002
Store Manager

Education:

Arizona State University
Economics Community College of Allegheny County
2005
A.S. in Business