Awma Barbara M. Wilkens Email

Professional Licenses @ Privada Wealth Management

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Awma Barbara M. Wilkens's Location

Mount Dora, FL, US

Awma Barbara M. Wilkens's Work

Professional Licenses @ Privada Wealth Management
Director of Practice Management @ Privada Wealth Management
Director of Practice Management @ Certified Financial Group, Inc.

Senior Paraplanner @ Financial Services Company
Practice Management Coordinator @ Certified Financial Group, Inc.
Associate Financial Advisor @ Raymond James
Senior Vice President of Marketing and Investor Services @ CNL Financial Group
Registered Sales Assistant @ EF Hutton

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Awma Barbara M. Wilkens's Education

College for Financial Planning
Accredited Wealth Management Advisor ( Financial Planning)
2012 - 2012
Center for Fiduciary Studies, LLC
Accredited Investment Fiduciary ( Financial Planning)
2011 - 2011
Brigham Young University
Bachelor's Degree ( Finance)
1980 - 1982

Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida ( Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority)

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Awma Barbara M. Wilkens's Skills

Wealth Management
Retirement Planning
Strategic Financial Planning

Investment Advisory
Mutual Funds
Securities
Retirement
Financial Advisory
Asset Managment
Fixed Annuities

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Awma Barbara M. Wilkens's Summary

Awma Barbara M. Wilkens, based in Mount Dora, FL, US, is currently a Professional Licenses at Privada Wealth Management, bringing experience from previous roles at Privada Wealth Management, Certified Financial Group, Inc. and Ameriprise Financial Services, Inc.. Awma Barbara M. Wilkens holds a 2012 - 2012 Accredited Wealth Management Advisor in Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Retirement Planning, Strategic Financial Planning, Investment Advisory, Mutual Funds and more, Awma Barbara M. Wilkens contributes valuable insights to the industry. Awma Barbara M. Wilkens has 2 emails on RocketReach.