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John D Podesto

age ~41

from San Marcos, CA

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John Podesto Phones & Addresses

  • San Marcos, CA
  • 2625 Pirineos Way UNIT 223, Carlsbad, CA 92009 • 760-487-5566
  • Solana Beach, CA
  • 1531 Hornblend St, San Diego, CA 92109 • 858-490-6237 • 858-752-2168
  • 1966 Hornblend St #6, San Diego, CA 92109
  • 3917 Haines St, San Diego, CA 92109 • 858-490-6237
  • 3923 Ingraham St, Pacific Beach, CA 92109 • 858-490-6237

Work

  • Company:
    Lpl financial
    Mar 1, 2015
  • Position:
    Avp, private client consultant

Education

  • Degree:
    Bachelors, Bachelor of Science
  • School / High School:
    San Diego State University
    2001 to 2006
  • Specialities:
    Finance

Skills

Mutual Funds • Alternative Investments • Investments • Series 7 • Asset Management • Wealth Management • Financial Services • Fixed Annuities • Uniform Combined State Law • Portfolio Management • 401K • Retirement Planning • Financial Advisory • Securities • Asset Allocation • Series 24 • Etfs • 529 Plans • Morningstar • Series 63 • Finra • Aif • Series 6 • Series 65 • Marketing • Marketing Strategy • Marketing Communications • Product Marketing • Email Marketing • Series 66 • Annuities • Online Marketing

Industries

Financial Services

Resumes

John Podesto Photo 1

Avp, Private Client Consultant

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Location:
Carlsbad, CA
Industry:
Financial Services
Work:
Lpl Financial
Avp, Private Client Consultant
Lpl Financial Feb 1, 2013 - Feb 2015
Senior Platform Manager
Lpl Financial Feb 2012 - Feb 2013
Internal Advisory Consultant
Lpl Financial Nov 2009 - Feb 2012
Investment Product Consultant
Lpl Financial Jan 2008 - Oct 2009
Service Center Representative
Education:
San Diego State University 2001 - 2006
Bachelors, Bachelor of Science, Finance Laguna Creek High School 1998 - 2001
Skills:
Mutual Funds
Alternative Investments
Investments
Series 7
Asset Management
Wealth Management
Financial Services
Fixed Annuities
Uniform Combined State Law
Portfolio Management
401K
Retirement Planning
Financial Advisory
Securities
Asset Allocation
Series 24
Etfs
529 Plans
Morningstar
Series 63
Finra
Aif
Series 6
Series 65
Marketing
Marketing Strategy
Marketing Communications
Product Marketing
Email Marketing
Series 66
Annuities
Online Marketing

Facebook

John Podesto Photo 2

Podesto John

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