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Name: Roark Hoffman email_address: RHoffman@LTSP.com telephone: 707-290-8808 Date: February 2008 description: Seeking Associate Financial Planner position. Licensed Series 7, 63, and 66 + California Life and Health. 2.5 years experience as a Financial Advisor. 5 years as a small business owner. Masters degree in engineering. Looking to join a Financial planning firm to build a long term career with. Will complete all requirements for CFP certification by March 2009. |
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