William Braxton

Financial Representative, Principal Securities Registered Representative at Principal Financial Group

Role
Financial Representative, Principal Securities Registered Representative at Principal Financial Group
Location
Greensboro, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Braxton

Seeking ways to help achieve financial success? I can assist with personal and business…

Experience

  1. Financial Representative, Principal Securities Registered Representative

    Principal Financial Group

    Jan 2020 — Present · Greensboro/Burlington, NC, US

    Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc, 800/24•••37, Member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative.

Education

  • Elon University

    Accounting and Finance

Skills

  • Accounting
  • Strategic Planning
  • Leadership
  • Financial Analysis
  • Business Analysis
  • Business Strategy
  • Invoicing
  • Business Process Improvement
  • Analysis
  • Credit
  • Auditing
  • Insurance
  • Internal Controls
  • Marketing
  • Financial Reporting
  • Financial Accounting
  • Process Improvement
  • Mergers & Acquisitions
  • Access
  • Customer Service
  • Microsoft Excel
  • Banking
  • Risk Management
  • Microsoft Office
  • Budgets
  • Finance
  • Legislative Relations
  • Team Building
  • Management

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William Braxton — Financial Representative, Principal Securities Registered Representative at Principal Financial Group in Greensboro, NC, US | Unifers