Company Profile
Industry:Investment Advisory Service
Who has worked at H Beck Inc
| Position at H Beck Inc | Previous job position | |
|---|---|---|
| Cheryl Brown | Registered PrincipalSince May 2010 |
Market DayAccount Representative 2012 - 2013 |
| Clinelle Jean | Manager, Sales SupervisionSince Aug 2011 |
The Capital Financial Group/ H. BeckBusiness Services Manager Sep 2004 - Aug 2011 |
| Daniel Webster | Registered RepresentativeSince 1997 |
A.G.K. Insurance Agency, Inc.General Agent/Agency Owner Since Sep 1992 |
| James Calvert | Investment Advisor Representative |
|
| James Dresselaers | Exec. VP & COO |
|
| Jennifer Hutchins | Investment Product specialistSince Jul 2008 |
1st Global Inc.Internal Support Specialist Feb 2007 - Jul 2008 |
| Jonathon Rogers | Sales SupervisorSince Oct 2010 |
VALICFinancial Advisor May 2009 - Oct 2010 |
| Kathryn Hauser | Advertising Compliance PrincipalSince Nov 2013 |
GHS Trading/Global Hunter Securities, LLCCompliance Associate Jun 2012 - May 2013 |
| Michael Conway | Account Executive |
|
| Nan Lowe | Sales Principal, Registered Municipal Sales PrincipalSince Aug 2012 |
Calvert FundsRegional Marketing Consultant May 2004 - Aug 2012 |
| Richard O'connell | Registered RepresentativeSince Nov 2010 |
Compass Financial Services, LLCPresident Since Jan 2004 |
| Sandy Patidar | Registered Investment Advisory (RIA) Compliance ConsultantSince Jan 2013 Registered Investment Advisory (RIA) Compliance ManagerDec 2011 - Dec 2012 |
AMERITAS INVESTMENT CORPCompliance Specialist III- Registered Investment Advisor (RIA) Apr 2011 - Nov 2011 |
| Tommy Htay | Securities TraderSince Jun 2009 |
BB&TInvestment Counselor Jun 2007 - Sep 2008 |
| Tony Kosack | Product Specialist | Registered Representative | Investment Advisor RepresentativeSince Mar 2013 |
Online Trading AcademyEducation Counselor | Trading Coach Sep 2012 - Mar 2013 |
Former Employees
| Position at H Beck Inc | Next job position | |
|---|---|---|
| Catt Buko | Communications and Design SpecialistFeb 2014 - Oct 2014 |
SelfGraphic and Web Designer Since May 2005 |
| Christina Cicon | AVP of West Coast OperationsAug 2005 - Apr 2013 |
Goldhirsh & GoldhirshOperations Manager Since Apr 2013 |
| Gary Hurvitz | Sr Vice President, General CounselSince Aug 1986 |
Capital Financial Group, Inc.President Since Aug 1986 |
| Gary Tucker | Compliance OfficerMar 2003 - Jun 2005 |
Tucker Asset ManagementOwner Since Jul 2012 |
| Glen Jackson | Practice Management SpecialistSince Nov 2003 |
H. BeckFinancial Advisor Since Nov 2003 |
| Glenn Stempler | Sales Supervision Principal in Direct Business & Brokerage OperationsApr 2010 - Sep 2012 Sales Supervision Principal in Direct Business & Brokerage OperationsApr 2010 - Oct 2012 |
|
| Jennifer Lee | Registered RepSince Aug 2012 |
Modern-Wealth, LLCOwner Since Jul 1996 |
| Jonathan Trump | Director of Due DiligenceOct 2008 - Aug 2011 |
SLM Consulting LLCPartner Since Aug 2011 |
| Kelly Wright | EXECUTIVE ASSISTANT / OPERATIONS MANAGERFeb 2007 - Dec 2007 |
Wells Fargo Advisors, LLCREGIONAL BROKERAGE SUPERVISOR Since Nov 2013 |
| Loran Coffman Cphd, Rfc | Rep1997 - 2010 |
WPS-Investments, Inc.Registered Financial Advisor-Owner Since May 1997 |
| Louis Zaccaro | Wealth AdvisorNov 2005 - Nov 2011 |
Lincoln Financial AdvisorsPrivate Wealth Advisor Since Nov 2011 |
| Mark Kimball | Investment Advisor RepresentativeSince Jan 2007 Compliance ExaminerJan 2008 - Jan 2010 |
Hughes Network Systems, LLCSenior Principal Financial Analyst Since Aug 2006 |
| Mark Miller | Registered RepresentativeSince Mar 2009 |
Keystone Financial Edge, IncFinancial Planner Since Mar 2005 |
| Matthew Coughlin | Investment Advisor Compliance ManagerDec 2008 - Dec 2011 |
|
| Ronald Zabriskie | Registered Principal1998 - 2001 |
Steben & CompanySenior Regional Account Executive Since Feb 2004 |
| Shannon Barksdale | Trade Room Assistant2000 - 2002 |
Piedmont Eye CenterDirector of Marketing & Public Relations Since 2003 |
| Troy Smith | Registered RepresentativeSince 1989 |
Wake Wealth Management Co.President & Chief Compliance Officer Since Oct 2011 |