Kiely K. Pleasant

Kiely K. Pleasant

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Ms. Pleasant joined HWCM in 2003.
Prior to that, she founded her own Financial Planning practice in 1999, Pleasant Financial Planning, where she worked with both individuals and small businesses.
In addition, she joined Fortis Investors Inc. in 1993 in their Management Trainee program eventually being promoted to Account Executive.
Ms. Pleasant received her BA in English with an Option in Writing in 1993 from California State University, Northridge.
She holds designations as a Chartered Mutual Fund Counselor from the College of Financial Planning and Chartered Retirement Plans Specialist.
In additions, she is Series 6 and 63 registered as well as California Insurance licensed for Health, Life, Disability and Long-Term Care.

Precedenti posizioni note di Kiely K. Pleasant

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Kiely K. Pleasant

The California State University Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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