Jean Paul

Financial Advisor at TriFound
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Contact Information
us****@****om
(386) 825-5501
Location
Port Charlotte, Florida, United States, US
Languages
  • Spanish Native or bilingual proficiency

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Bio

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Credentials

  • FPWM™ - Financial Planning & Wealth Management Professional
    Corporate Finance Institute® (CFI)
    Jun, 2023
    - Nov, 2024
  • PHI KAPPA PHI
    The Honor Society of Phi Kappa Phi
    Feb, 2023
    - Nov, 2024
  • Series 66 (Uniform Combined State Law Exam)
    NASAA
    Feb, 2020
    - Nov, 2024
  • Series 7 (General Securities Representative Exam)
    FINRA
    Feb, 2020
    - Nov, 2024
  • Personal Investment Advisor
    Merrill Lynch
    Jan, 2020
    - Nov, 2024
  • Federal Mortgage Loan Originator License
    NMLS
    Dec, 2019
    - Nov, 2024
  • SIE - Securities Industry Essentials Examination
    FINRA
    Nov, 2019
    - Nov, 2024
  • 2-15 (LIFE INCL VAR ANNUITY & HEALTH) License
    Florida Department of Financial Services
    Nov, 2018
    - Nov, 2024
  • PHI THETA KAPPA
    Phi Theta Kappa Honor Society International
    Jan, 2017
    - Nov, 2024

Experience

  • TriFound
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • 2023 - Present

  • Walgreens
    • United States
    • Retail
    • 700 & Above Employee
    • Pharmacy Intern
      • 2021 - 2023

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Premier Banker
      • 2022 - 2022

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 2019 - 2021

  • Toyota North America
    • United States
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Finance Manager
      • 2017 - 2019

      Venice Toyota - Doherty Automotive Group Venice Toyota - Doherty Automotive Group

Education

  • Princeton University
    A.B. | "Artium Baccalaureus" | Bachelor of Arts in Philosophy
  • Quantic School of Business and Technology
    Executive Master of Business Administration - EMBA Student
    2023 - 2024
  • Harvard University
    Harvard Medical School, HMX Fundamentals Certificate Program, Certificates of Achievement in Biochemistry, Physiology, Immunology, & Genetics
    2019 - 2020
  • Fordham Preparatory School
    High School Diploma, 4.0

Community

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