Investment Advisor Representative @ Investment Advisors International, Inc. (May 2010 - January 2012)
Registered Representative @ World Group Securities Inc. (April 2002 - January 2012)
Manager of Investment Related Operations @ Stephen Peterson & Associates (CPA) (January 2003 - January 2005)
Daniel Melander Education
SMU Cox School of Business
Bachelor's Degree (Business Administration and Management, General)
Daniel Melander Skills
Management
Retirement Planning
Wealth Stratagies
Investments
Financial Services
Leadership
IRAs
401k
401k Rollovers
Mutual Funds
Estate Preservation
Financial Analysis
Series 6
Series 63
Series 65
Life Insurance
Registered Investment Advisor
Investment Advisory Services
Securities
Financial Strategies
Microsoft Office
Daniel Melander Summary
Daniel Melander, based in Rowlett, TX, US, is currently a Senior Marketing Director at WFG. Daniel Melander brings experience from previous roles at Transamerica Financial Advisors, Inc., Investment Advisors International, Inc., World Group Securities Inc. and Stephen Peterson & Associates (CPA). Daniel Melander holds a Bachelor's Degree in Business Administration and Management, General @ SMU Cox School of Business. With a robust skill set that includes Management, Retirement Planning, Wealth Stratagies, Investments, Financial Services and more. Daniel Melander has 1 emails and 2 mobile phone numbers on RocketReach.
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