Stephen Seo Email & Phone Number
Vice President - Financial Solutions Advisor @ Merrill Lynch
5 free lookup(s).
Stephen Seo Location
- Los Angeles, CA, US
Stephen Seo Work
- 2021 -now Vice President - Financial Solutions Advisor @
- 2017 -2021 Assistant Vice President -FSA @
- 2015 -2016 Financial Advisor @
- 2006 -2015 Investment Consultant @
- 1999 -2004 Sales Manager @ E-Classified Conglomerate
- 1997 -1999 Instructor and Assistant Manager @ JAE LEE TAEKWONDO
Stephen Seo Education
- California State University-Fullerton
Bachelor of Arts (B.A.) (Business Administration and Management, General)
2005-2007 - Santa Monica College
A (Liberal )
2002-2005
Stephen Seo Skills
- Series 63
- Series 7
- Investments
- Sales
- Financial Analysis
- Finance
- Portfolio Management
- Retirement Planning
- Wealth Management
- Mutual Funds
- Sales Management
- Customer Service
- Microsoft Office
- Asset Management
- Credit
- FINRA
- series 66
- NMLS Licensed
- Financial Services
- Financial Planning
- Financial Advisory
- Securities
- Equities
- Financial Modeling
Stephen Seo Summary
- Stephen Seo, based in Los Angeles, CA, US, is currently a Vice President - Financial Solutions Advisor at Merrill Lynch. Stephen Seo brings experience from previous roles at Merrill Lynch, Scottrade and E-Classified Conglomerate. Stephen Seo holds a 2005 - 2007 Bachelor of Arts (B.A.) in Business Administration and Management, General @ California State University-Fullerton. With a robust skill set that includes Series 63, Series 7, Investments, Sales, Financial Analysis and more. Stephen Seo has 3 emails and 3 mobile phone numbers on RocketReach.
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