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Paul P Brokenshire, 36Grafton, WI

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Grafton, WI   

Brookfield, WI   

Milwaukee, WI   

4324 W Carriage Ct, Mequon, WI 53092   

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Resumes

Paul Brokenshire Photo 18

Financial Advisor

Location:
1753 Oneida Ct, Grafton, WI 53024
Industry:
Financial Services
Work:
Massmutual Midwest
Financial Advisor
Financial Solutions Group Wealth & Risk Management Services Nov 2016 - Dec 2018
Compliance Consultant
Scottrade Jun 2015 - May 2016
Branch Manager
Scottrade Jul 2012 - May 2015
Investment Consultant
Scottrade Jun 2011 - Jun 2012
Intern
Education:
University of Wisconsin - Milwaukee - Lubar School of Business 2007 - 2012
Bachelors, Bachelor of Business Administration, Economics, Finance
University of Wisconsin–Milwaukee 2012
University of Wisconsin - Milwaukee 2007 - 2012
Bachelors, Economics, Finance
Homestead High School 2007
Skills:
Investments, Finance, Financial Services, Securities, Series 63, Financial Analysis, Financial Markets, Mutual Funds, Customer Service, Portfolio Management, Valuation, Microsoft Word, Retirement Planning, Series 7, Trading, Economics, Managerial Finance, Sales, Sales Management, Team Leadership, Account Management, Regulatory Compliance, Securities Regulation, Finra, Leadership, Analytical Skills, Microsoft Office, Management, Microsoft Excel, Powerpoint, Wealth Management, Equities, Risk Management
Certifications:
Series 7
Series 63
Series 9/10
Life and Health Insurance
Series 52
Series 53
Series 66
Paul Brokenshire Photo 19

Paul Brokenshire

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