Daniel Mtpleasant
First Vice President - Call Center Sales Manager at Wells Fargo Advisors, LLC
- Role
- First Vice President - Call Center Sales Manager at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Mtpleasant
Securities Registrations; Series 7, 63, 65, 24, 9, 10 This information is intended for use by residents in any of the 50 United States.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Experience
First Vice President - Call Center Sales Manager
Jan 1994 — Present
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
Education
Le Moyne College
Bachelor of Business Administration (BBA), Operations Management and Supervision
1991 — 1992
Skills
- Series 63
- Securities Regulation
- Securities
- Mergers & Acquisitions
- Management
- Banking
- Mutual Funds
- Risk Management
- Relationship Management
- Retirement Planning
- Finra
- Portfolio Management
- Financial Services
- Investments
- Series 7
- Finance
- Insurance
- Trading
- Wealth Management
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