Jonea Glaspie
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jonea Glaspie
With over 20 years in the financial industry, I focus on providing comprehensive wealth…
Experience
Senior Financial Advisor
Apr 2022 — Present
Education
California State University Sacramento
Bachelor's Degree
2002 — 2006
Skills
- Hedge Funds
- Securities
- Finra Series 53
- Finra Series 4
- Management
- Mutual Funds
- Retirement Planning
- Loan Servicing
- Insurance
- Investments
- Finra Series 63
- Finance
- Series 24
- Fixed Income
- Strategic Financial Planning
- Wealth Management
- Equities
- Trading
- Analysis
- Series 7
- Finra Series 66
- Finra Series 7
- Financial Planning
- Mortgage Lending
- Bonds
- Asset Allocation
- Finra Series 24
- Alternative Investments
- Financial Services
- Finra
- Real Estate
- Loan Origination
- Fixed Annuities
- Retirement
- Financial Advisory
- Series 63
- Uniform Combined State Law
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