Brad Unruh

Plus aucun poste en cours

Profil

Mr. Unruh began his securities career in 1984 with Dean Witter Reynolds (now Morgan Stanley Dean Witter) in Des Moines, Iowa.
Prior to that, he had worked for several years as a sales representative for the McKesson Corporation, covering several mid-western states.
However, his strong interest in the stock market led him to pursue a career in the financial services industry.
In 1987, he moved from Iowa to the Austin area and continued his affiliation with Dean Witter.
In 1993, he began working as an investment broker at NationsBanc Investments which, at the time, was co-owned by Dean Witter.
Eventually, NationsBanc discontinued its relationship with Dean Witter but Brad stayed on to head up an office in Georgetown, Texas, a growing community just north of Austin.
Brad graduated from the University of Iowa with a Bachelor of Business Administration degree in 1979.
He also holds the Accredited Asset Management Specialist (AAMS ®) designation from the College for Financial Planning, and has attended numerous educational seminars and continuing education classes during his securities career.
He holds the NASD Series 6, 7, 63 and 65 securities licenses and is also currently pursuing the CERTIFIED FINANCIAL PLANNER TM* (CFP ®) designation at The University of Texas Professional Development Center in Austin.

Anciens postes connus de Brad Unruh

Sociétés	Poste	Fin
Halbert Wealth Management, Inc.	Gestionnaire de Portefeuille-Actions	01/01/2007
Dean Witter Reynolds, Inc.	Corporate Officer/Principal	31/12/1992
MCKESSON CORPORATION	Corporate Officer/Principal	31/12/1983