Annie Zapata Walker
Senior Registered Client Service Associate at Raymond James
- Role
- Registered Client Service Associate at Raymond James
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Annie Zapata Walker
Experienced securities industry professional dedicated to providing client service and administrative duties for multiple financial advisors.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPCRaymond James2900 Highway 280 Suite 100Birmingham, AL 35••••••••16
Experience
Registered Client Service Associate
Sep 2018 — Present · Birmingham, AL, US
Completed Series 7 and Series 63
Education
Central Michigan University
Master of Science (MS)
2007 — 2008
University of North Carolina at Wilmington
Bachelor of Arts (BA)
2003 — 2004
Skills
- Volunteering
- Company Presentations
- Roth Ira
- New Hire Orientations
- Administrative Management
- Written & Oral Presentation Skills
- Work Well Independently
- Life Insurance
- Military Families
- Indexed Annuities
- Event Planning
- Corporate Social Responsibility
- Investment Brokerage
- Team-Oriented
- Office Administration
- Fixed Annuities
- Stocks
- Microsoft Office
- Marine Corps
- Public Speaking
- Customer Service
- Leadership
- Customer Engagement
- Dependable Team Player
- Teamwork
- Mutual Funds
- Tourism
- Events Coordination
- Philanthropy
- 401k Rollovers
- Community Engagement
- Marketing
- 401k
- Traditional Ira
- Social Media Marketing
- Powerpoint
- Work in a Fast Paced Environment
- Team Building
- Branding & Identity
- Customer Oriented
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