Paul Pomeroy's Location
Hayward, CA, US
Paul Pomeroy's Work
- Investment Consultant @ TD Ameritrade
- Investment Representative @ World Savings Bank/ Atlas Securities
- Associate Vice President Financial Advisor @ Morgan Stanley
Paul Pomeroy's Education
- California State University
Bachelor of Business Administration (BBA) (Marketing)
1980 - 1986 - Ohlone College
Associate of Arts (AA) (Liberal Arts and Sciences/Liberal Studies)
1984 - 1985
Paul Pomeroy's Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Investments
- Asset Allocation
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Equities
Paul Pomeroy's Summary
Paul Pomeroy, based in Hayward, CA, US, is currently a Investment Consultant at TD Ameritrade, bringing experience from previous roles at World Savings Bank/ Atlas Securities and Morgan Stanley. Paul Pomeroy holds a 1980 - 1986 Bachelor of Business Administration (BBA) in Marketing @ California State University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Investments and more, Paul Pomeroy contributes valuable insights to the industry. Paul Pomeroy has 1 email on RocketReach.
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