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| This candidate applied to your SmartAd: P67773717: Registered Broker-Retail/Financial Advisor, Florida-Orlando; Orlando | |
| Current Pro Data | |
| Name: | Steve L Sample |
| Address: | 4367 Altavista Dr |
| City, State ZIP: | Altamonte, CA 30324 |
| Home Phone: | 770-555-1212 |
| Work Phone: | 678-555-1212 |
| Email: | sample@sample.com |
| Most Recent Employer: | Edward Smith Investments |
| Career Change Timeframe: | Immediately |
| Current Position: | Registered Broker-Retail/Financial Advisor |
| Title: | Financial Advisor |
| Current Location: | Georgia-Atlanta |
| Highest Education: | 2-4yr College Degree |
| Required Earnings: | Commission/Fee Based |
| Legal to work in US: | Yes |
| US Citizen: | Yes |
| Current Registrations | |
| Series 63 State Uniform Securities Agent | |
| Series 7 General Securities Representative | |
| Years Registered: 8 | |
| U-4 Clean: Yes | |
| Firm Preferences | |
| Bank Insurance Internet National Full Regional Other | |
| For Current Broker and Manager-Branch/Sales Only | |
| Gross Production ($K): | $1m to $2m |
| Total Assets (In your book): | $250m+ |
| Estimated R.O.A.: | 0.40% |
| Mix % Stock: | 40 |
| % Bonds: | 20 |
| % Fee Based: | 20 |
| % Funds: | 20 |
| % Insurance/Annuities: | 0 |
| % Options: | 0 |
| % Other: | 0 |
| % of Assets Tranferrable: | N/A |
| Total Client Accounts: | N/A |
| Professional Resume - Steve L Sample |
Download Resume - Click Here |
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