Dallas Register
- Role
- Osaic
- Location
- Largo, FL, US
- LinkedIn followers
- 500 followers
About Dallas Register
I am currently working at Advisor Group as a Sr. Data Analyst in the RIA Compliance…
Experience
Present
Education
Florida State University
Bachelor of Science (B.S.), Interdisciplinary Social Science
Kalama School
n/a, General
1980 — 1990
Kelso High School
Diploma, Business/Commerce, General
1990 — 1992
St. Petersburg College
Associate of Arts (A.A.), Finance, General
2009 — 2014
Skills
- Equities
- Networking
- Customer Service
- Wealth Management
- Equity Trading
- Finance
- Finra Series 55
- Securities
- Public Speaking
- Fixed Annuities
- Options
- Business Networking
- Building Relationships
- Asset Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Customer Satisfaction
- Training
- Time Management
- Series 6
- Iras
- Communication
- Financial Advisory
- Relationship Management
- Seminar Marketing
- Organizational Transitions
- Retirement
- Bonds
- Fixed Income
- Social Media Marketing
- Creative Problem Solving
- Investments
- Series 7
- Retirement Planning
- Finra
- Investment Advisory
- Portfolio Management
- Investment Strategies
- Marketing
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