Wasser has served in a number of regional leadership roles, including recruiting leader, WINGS (Women's Initiative for New Growth Strategies) recruiting leader, field trainer leader, new financial advisor support specialist and level leader. (edwardjones.com)
For example, Karen Benz said she was working as a new financial advisor for Wells Fargo Advisors in Long Island when she was sold an annuity from another Wells Fargo financial professional. (gobankingrates.com)
As a financial advisor, he qualified for six Managing Partner's Conferences and served as a visiting veteran, new financial advisor support specialist, Level 3 support specialist and mentor to new financial advisors. (edwardjones.com)