Frank Mathis Location
Dallas, Texas, United States
Frank Mathis Work
- 2018 - now Senior Financial Consultant @ TD Ameritrade
- 2016 - 2018 Private Client Advisor @ j.p Morgan Chase Bank Na
- 2012 - 2016 Manager, Retirement Solutions @ Fidelity Investments
- 2009 - 2012 Financial Advisor @ J.P. Morgan
Frank Mathis Education
- Henderson State University
Bachelor of Arts (B.A.) ( English Language and Literature, General )
2003 - 2007 - Henderson State University
Bachelor of Arts (B.A.) ( English Language and Literature, General )
2003 - 2007
Frank Mathis Skills
- Finance
- Investments
- Mutual Funds
- Financial Services
- Portfolio Management
- Wealth Management
- Series 7
- Equities
- Retirement Planning
- Financial Analysis
Frank Mathis Summary
Frank Mathis, based in Dallas, Texas, United States, is currently a Senior Financial Consultant at Td Ameritrade. Frank Mathis brings experience from previous roles at j.p Morgan Chase Bank Na, Fidelity Investments and j.p. Morgan. Frank Mathis holds a 2003 - 2007 Bachelor of Arts (B.A.) in English Language and Literature, General @ Henderson State University . With a robust skill set that includes Finance, Investments, Mutual Funds, Financial Services, Portfolio Management and more. Frank Mathis has 1 emails on RocketReach.
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