Rick Avelar Email
Financial Advisor @ Wells Fargo Advisors
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Rick Avelar Location
- Merced, CA, US
Rick Avelar Work
- 2026 -now Financial Advisor @
- 2022 -2025 Financial Consultant @
- 2020 -2022 Financial Consultant @
- 2019 -2020 Associate Financial Consultant @
- 2019 -2019 Investment Specialist @
- 2019 -2019 New Hire Trainer @
- 2018 -2019 PI Brokerage Investment Professional @
- 2013 -2018 Front Desk Staff @
- 2017 -2017 Summer Intern @
- 2017 -2017 Bank Teller @
- 2012 -2013 Sales Associate @
Rick Avelar Education
- UC Berkeley Extension 2021-2023
- San Jose State University 2015-2017
- Saddleback College 2013-2015
- Temescal Canyon High School 2009-2013
Rick Avelar Skills
- Stock Management
- Bond Markets
- Personal Financial Planning
- Financial Advisory
- Investment Management
- Portfolio Management
- Investment Strategies
- Investment Advisory
- Financial Services
- Retirement Planning
- Mutual Funds
- Financial Planning
Rick Avelar Summary
- Rick Avelar, based in Merced, CA, US, is currently a Financial Advisor at Wells Fargo Advisors. Rick Avelar brings experience from previous roles at Fidelity Investments, E*TRADE from Morgan Stanley and Vanguard. Rick Avelar holds a 2021 - 2023 UC Berkeley Extension. With a robust skill set that includes Stock Management, Bond Markets, Personal Financial Planning, Financial Advisory, Investment Management and more. Rick Avelar has 1 emails on RocketReach.
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