2013 -2013 Financial Representative Manager and Financial Consultant @ Regions Investment Solutions (Regions Bank)
2007 -2013 Senior Investment and Financial Consultant @
2004 -2007 Investment Advisor @ Self-Employed
2000 -2004 Registered Rep, Trader @
1999 -2000 District Manager, Small Business Consultant @
Scott Coombes Education
University of Georgia - Terry College of Business
Certificate (Financial Planning)
2008-2009
Texas State University
Management (BA)
1995-1999
Scott Coombes Skills
Series 7
Mutual Funds
Series 63
Securities
IRA's
Due Diligence
Portfolio Management
Modern Portfolio Theory
Retirement Planning
Management
Sales
ChFC
Business Development
403 b
Investments
Scott Coombes Summary
Scott Coombes, based in Texas, United States, is currently a Supervision and Compliance Manager at Merrill Lynch. Scott Coombes brings experience from previous roles at Bank of America Merrill Lynch, TD Ameritrade, Regions Investment Solutions (Regions Bank) and TIAA. Scott Coombes holds a 2008 - 2009 Certificate in Financial Planning @ University of Georgia - Terry College of Business. With a robust skill set that includes Series 7, Mutual Funds, Series 63, Securities, IRA's and more. Scott Coombes has 2 emails and 2 mobile phone numbers on RocketReach.
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