Robert Handley Email & Phone Number
VP, Regional Administrative Officer I at Citizens Investment Services.
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Robert Handley Location
- Satellite Beach, FL, US
Robert Handley Work
- 2014 -now VP, Regional Administrative Officer I at Citizens Investment Services. @ Citizens Investment Services (Citizens Securities, Inc.)
- 2010 -2013 Sr Agency Compliance Consultant @ Barnum Financial Group, an office of Metlife
- 2008 -2010 Compliance Officer and Client Relationship Manager @
- 2003 -2008 Senior Securities Servicing Rep @
- 1996 -2003 Financial Consultant @
- 1985 -1996 Various Positions @ St. Vincent Medical Center
Robert Handley Education
- University of Connecticut 1987-1992
Robert Handley Skills
- Series 7
- Risk Management
- Wealth Management
- Options
- FINRA
- Trading
- Uniform Combined State Law
- Bonds
- Insurance
- Advertising
- Retirement Planning
- 401k
- Asset Managment
- Securities
- Strategic Financial Planning
- Series 63
- Customer Service
- Mutual Funds
- Retirement
- Series 65
- Financial Services
- Investment Advisory
- Life Insurance
- Sales
- Series 24
- Asset Allocation
- Financial Advisory
- Fixed Annuities
- Portfolio Management
- Alternative Investments
- Credit
- Investments
- Equities
- Fixed Income
- Health Insurance
- Banking
- IRAs
- Long Term Care Insurance
- Finance
- Management
- Financial Analysis
- Information Security
- Microsoft Excel
- Network Security
- Strategy
- Marketing
Robert Handley Summary
- Robert Handley, based in Satellite Beach, FL, US, is currently a VP, Regional Administrative Officer I at Citizens Investment Services. at Citizens Investment Services (Citizens Securities, Inc.). Robert Handley brings experience from previous roles at Barnum Financial Group, an office of Metlife, Northstar Wealth Partners, LLC, Genworth Financial and Janney Montgomery Scott. Robert Handley holds a 1987 - 1992 University of Connecticut. With a robust skill set that includes Series 7, Risk Management, Wealth Management, Options, FINRA and more. Robert Handley has 3 emails on RocketReach.
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