Stephen Pittman Cfp Pcc

Stephen Pittman Cfp Pcc Email and Phone Number

Private Client Advisor @ Fisher Investments
camas, washington, united states
Stephen Pittman Cfp Pcc's Location
Halifax, Nova Scotia, Canada, Canada
About Stephen Pittman Cfp Pcc

Stephen Pittman Cfp Pcc is a Private Client Advisor at Fisher Investments. He possess expertise in portfolio management, microsoft office, management, investments, banking and 7 more skills.

Stephen Pittman Cfp Pcc's Current Company Details
Fisher Investments

Fisher Investments

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Private Client Advisor
camas, washington, united states
Website:
fisherinvestments.com
Employees:
2996
Stephen Pittman Cfp Pcc Work Experience Details
  • Fisher Investments
    Atlantic Canada And Ontario
    Fisher Investments Sep 2024 - Present
    Canada
    View
  • Investors Group Securities Inc. Member Of The Canadian Investor Protection Fund
    Wealth Specialist
    Investors Group Securities Inc. Member Of The Canadian Investor Protection Fund Nov 2017 - Sep 2024
    Nova Scotia And Newfoundland
    .
  • Investors Group Securities Inc
    Securities Planning Specialist
    Investors Group Securities Inc Jun 2016 - Nov 2017
    Nova Scotia
  • Md Financial Management Ltd
    Sr. Financial Consultant
    Md Financial Management Ltd Nov 2007 - Nov 2015
    Halifax, Canada Area
  • Cibc Imperial Service
    Financial Advisor
    Cibc Imperial Service Jul 2004 - Oct 2007
    Halifax, Canada Area
  • Cibc Wood Gundy
    Investment Advisor
    Cibc Wood Gundy Jul 2002 - Jul 2004
    New Glasgow Ns
    View
  • Merril Lynch Inc
    Investment Advisor
    Merril Lynch Inc Dec 1999 - Jul 2002
    Nova Scotia, Canada
    View
  • Rbc Dominion Securities
    Investment Advisor
    Rbc Dominion Securities Feb 1996 - Dec 1999
    Nova Scotia
    View

Stephen Pittman Cfp Pcc Skills

Portfolio Management Microsoft Office Management Investments Banking Risk Management Microsoft Excel Customer Service Financial Analysis Retirement Planning Securities Financial Planning

Stephen Pittman Cfp Pcc Education Details

  • International Coaching Federation
    International Coaching Federation
    Performance Coaching
  • International Coach Federation
    International Coach Federation
    Acc
  • Erickson Coaching International
    Erickson Coaching International
    Recognized By The International Coach Federation Icf
    View
  • Coach Training Institute
    Coach Training Institute
    Coaching
  • Association Investment Management And Research
    Association Investment Management And Research
    Investment Analysis
  • St Marys University Halifax Ns
    St Marys University Halifax Ns
    Accounting And Finance
  • Financial Planners Standards Council
    Financial Planners Standards Council
    Financial Planning And Services

Frequently Asked Questions about Stephen Pittman Cfp Pcc

What company does Stephen Pittman Cfp Pcc work for?

Stephen Pittman Cfp Pcc works for Fisher Investments

What is Stephen Pittman Cfp Pcc's role at the current company?

Stephen Pittman Cfp Pcc's current role is Private Client Advisor.

What schools did Stephen Pittman Cfp Pcc attend?

Stephen Pittman Cfp Pcc attended International Coaching Federation, International Coach Federation, Erickson Coaching International, Coach Training Institute, Association Investment Management And Research, St Marys University Halifax Ns, Financial Planners Standards Council.

What skills is Stephen Pittman Cfp Pcc known for?

Stephen Pittman Cfp Pcc has skills like Portfolio Management, Microsoft Office, Management, Investments, Banking, Risk Management, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Securities, Financial Planning.

Who are Stephen Pittman Cfp Pcc's colleagues?

Stephen Pittman Cfp Pcc's colleagues are Jason M. Sgarlata, Cfp®, Owen Castellanos, James Thompson, Connor Francesca, Kristine Buentello, Rianna Smith, Bao Tran.

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