Scott Coombes Email & Phone Number
Supervision and Compliance Manager @ Merrill Lynch
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Scott Coombes Location
- Texas, United States
Scott Coombes Work
- Supervision and Compliance Manager @ (September 2021 - Present)
- Asst Vice President, Financial Solutions Advisor @ (July 2016 - September 2021)
- Investment Consultant @ (July 2014 - July 2016)
- Financial Representative Manager and Financial Consultant @ Regions Investment Solutions (Regions Bank) (March 2013 - October 2013)
- Senior Investment and Financial Consultant @ (September 2007 - March 2013)
- Investment Advisor @ Self-Employed (April 2004 - May 2007)
- Registered Rep, Trader @ (June 2000 - April 2004)
- District Manager, Small Business Consultant @ (January 1999 - March 2000)
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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