sales support at first command financial services@ First Command Financial Services, Inc.
Dallas, Texas, United States
Edwin Vieux
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FlashIntel GPTEdwin Vieux is a highly experienced professional with 19.7 years of work experience in the financial services industry. He has a strong background in series 7, series 63, and securities. Based in Fort Worth, Texas, Edwin is currently working as a Sales Support at First Command Financial Services, Inc. He is responsible for preparing investment portfolio reviews and recommendations, providing analysis on products available to First Command clients, and providing training for First Command financial advisors on investment product strategies and solutions. Edwin also has previous experience as a Team Manager at TD Ameritrade and as a Resource Desk employee.
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Emails and Phone Numbers
About
- A resource for inquiries about First Command’s investment products & services - Prepare investment portfolio reviews and recommendations - Provide analysis about product alternatives available to First Command clients; including investments and insurance - Provide training for First Command financial advisors on investment product strategies & solutions - Perform research on investment and insurance products and new product introductions
Work Experience
sales support at first command financial services
Product Management
Financial Services
Edwin Vieux's Professional Milestones
- Team Manager (2006-03-01~2014-11-01): Creating a cohesive team atmosphere, resulting in increased productivity and successful project completion.
- Resource Desk (2004-01-01~2006-03-01): Streamlined and optimized employee supply chain processes, increasing efficiency and reducing costs.
Skill
Series 7
Series 63
Financial Services
Series 24
Securities
Mutual Funds
Portfolio Management
Equities
Risk Management
Finra
Wealth Management
Investments
Management
Asset Allocation
Customer Service
Trading
Securities Regulation
Series 65
Certification
Colleagues
Mike Daly
Owner | First Command Financial Planning
Glenn R Allton
Owner
Roger Ball
Owner First Command
Sammie Taylor
Owner | First Command Financial Planning
Donald Freeman
owner first command financial planning
Other Named Edwin Vieux
Frequently asked questions
We found 2 Edwin Vieux's email addresses
We found 2 Edwin Vieux's phone numbers
Edwin Vieux's social media include: Linkedin,
Edwin Vieux works for First Command Financial Services, Inc.
Edwin Vieux's role in First Command Financial Services, Inc. is sales support at first command financial services
Edwin Vieux works in the industry of Financial Services
Edwin Vieux's colleagues are Mike Daly,Glenn R Allton,Roger Ball
Edwin Vieux's latest job experience is sales support at first command financial services at First Command Financial Services, Inc.
