Evan Bloom Email & Phone Number
Senior Annuity Solutions Sales Specialist
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Evan Bloom Location
- Texas, United States
Evan Bloom Work
- 2016 -now Senior Annuity Solutions Sales Specialist @ Cetera Financial Group (Formerly HD Vest/Avantax)
- 2004 -2016 Sales Supervisor Principal @ Cetera Financial Group (Formerly HDVest/Avantax)
- 2003 -2004 Advisory Sales Supervisor Principal @ Cetera Financial Group (Formerly HD Vest/Avantax)
- 2000 -2003 Portfolio Administrator and Investment Operations @ Cetera (Formerly HD Vest/Avantax)
Evan Bloom Education
- The University of Texas at Arlington
Bachelor of Business Administration (BBA) (Finance, General)
1993-1999
Evan Bloom Skills
- • FINRA Series 7-General Securities Representative
- • FINRA Series 63-Uniform Securities State Law
- • FINRA Series 65-Uniform Securities Advisor
- • FINRA Series 24-General Securities Principal
- • FINRA Series 4-Registered Options Principal
- • FINRA Series 53-Municipal Securities Principal
- • Group 1- General Lines Life & Health Insurance
- • FINRA Series 55-Equity Trader
- Ricp
- • CFS-Institute of Business and Finance, Certified Fund Specialist
- • CAS-Institute of Business and Finance, Certified Annuity Specialist
- Mutual Funds
- Securities
- Investments
- Financial Services
- Project Management
- FINRA
- Fixed Annuities
- Wealth Management
- Asset Allocation
- Retirement Planning
- Finance
- Variable Annuities
- Financial Advisory
- Financial Planning
- Insurance
- Portfolio Management
- Series 7
- Leadership
- Cas Institute of Business and Finance
- Finra Series 63 Uniform Securities State Law
- Group 1 General
- Cfs Institute of Business and Finance
- Finra Series 4 Registered Options Principal
- Finra Series 53 Municipal Securities Principal
- Group 1 General Lines Life and Health Insurance
- Training
- Certified Fund Specialist
- Finra Series
- Finra Series 65 Uniform Securities Advisor
- Microsoft Excel
- Certified Annuity Specialist
- Finra Series 55 Equity Trader
- Finra Series 7 General Securities Representative
- Strategic Planning
- Finra Series 24 General Securities Principal
Evan Bloom Summary
- Evan Bloom, based in Texas, United States, is currently a Senior Annuity Solutions Sales Specialist at Cetera Financial Group (Formerly HD Vest/Avantax). Evan Bloom brings experience from previous roles at Cetera Financial Group (Formerly HDVest/Avantax), Cetera Financial Group (Formerly HD Vest/Avantax) and Cetera (Formerly HD Vest/Avantax). Evan Bloom holds a 1993 - 1999 Bachelor of Business Administration (BBA) in Finance, General @ The University of Texas at Arlington. With a robust skill set that includes • FINRA Series 7-General Securities Representative, • FINRA Series 63-Uniform Securities State Law, • FINRA Series 65-Uniform Securities Advisor, • FINRA Series 24-General Securities Principal, • FINRA Series 4-Registered Options Principal and more. Evan Bloom has 1 emails and 3 mobile phone numbers on RocketReach.
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