Vetra P Roman from Alhambra, CA, age 70

Vetra Roman Phones & Addresses

Alhambra, CA
3611 W 61St St APT 1, Los Angeles, CA 90043 • (213)3998249
Beverly Hills, CA
South Pasadena, CA

Work

Company:

Waddell & reed
Jan 2011 to May 2011
Position:

Financial advisor

Education

School / High School:

West Los Angeles College
2009 to 2010
Specialities:

Paralegal Studies

Skills

Series 66 • Series 7 • Securities • Series 63 • Insurance • Financial Planning • Finance • Uniform Combined State Law • Investments • Retirement • Retirement Planning • Mutual Funds • Estate Planning • Public Speaking • Strategic Financial Planning • Management • Wealth Management • Portfolio Management • Equities • Fixed Annuities • Financial Services • Investment Advisory • Due Diligence • Investment Strategies • Asset Management • Financial Analysis • Asset Allocation

Industries

Financial Services

Resumes

Vetra Perry Roman

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Location:

3857 Hepburn Ave, Los Angeles, CA 90008

Industry:

Financial Services

Work:

Waddell & Reed Jan 2011 - May 2011
Financial Advisor
Td Ameritrade May 1995 - Jun 2008
Investment Consultant and Branch Manager

Education:

West Los Angeles College 2009 - 2010
Central State University 1971 - 1975
Central State University
Bachelors, Bachelor of Science

Skills:

Series 66
Series 7
Securities
Series 63
Insurance
Financial Planning
Finance
Uniform Combined State Law
Investments
Retirement
Retirement Planning
Mutual Funds
Estate Planning
Public Speaking
Strategic Financial Planning
Management
Wealth Management
Portfolio Management
Equities
Fixed Annuities
Financial Services
Investment Advisory
Due Diligence
Investment Strategies
Asset Management
Financial Analysis
Asset Allocation