Awma Jennifer Lee

Owner

Since 2012, Awma Jennifer Lee has been working in H. Beck, Inc situated 201, 201. This professional is a high-skilled Registered Representative with over 20 years of work experience. According to Awma's resume and work profile, the professional has worked at more than six companies with diverse backgrounds and gained various skills. Awma attended school at the Western Maryland College from 1989 to 1992. This professional has professional certification in Series 65 and Series 63. Awma Jennifer Lee can be found in Sarasota, Florida – where this person currently lives. You can search for this expert's phone and email. We can also provide you additional contact information upon request.
Name variants:
Awma Lee
Last updated Oct 13, 2024

Contact Information

Last Update
Jun 23, 2022
Location
Sarasota, FL
Company

Workplace

H. Beck, Inc.
Registered Representative

Bethesda, MD

Industry

Financial Services

Work History

Registered Representative

2440 Research Blvd, Rockville, MD 20850
from Aug 2012

Registered Representative

10 Exchange Pl SUITE 1410, Jersey City, NJ 07302
Apr 1997 — Aug 2012

President

Managing the thoughtful closure of this 27 year old firm dedicated to the ethical and compassionate handling of deceased account receivables management, secured finance, legal, and general u...
Feb 2010 — Feb 2012

Accounting Supervisor

388 Greenwich St, New York, NY 10013
Jan 1994 — Jul 1996

Owner

from Jul 1996

Accounting Representative

100 north Tryon St, Charlotte, NC 28202
Jan 1993 — Jan 1994

Education

1989 — 1992

Occupations

Executive
Owner
Representative
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Small Business
Finance
Strategy
Management
Insurance
Entrepreneurship
Sales
Employee Benefits
Retirement Planning
Strategic Planning
Business Strategy
Life Insurance
Team Building
Exit Strategies
Estate Planning
Networking
Wealth Management
Portfolio Management
Leadership
Term Life Insurance
Financial Planning
Fixed Annuities
Strategic Financial Planning
Fresh Ideas
Creativity

FAQs about Awma Jennifer Lee

What's the main profession of Awma Jennifer Lee?

Awma is a Owner.

What jobs is Awma Jennifer Lee proficient at at?

The expert is a professional Executive and Owner jobs.

Where does Awma Jennifer Lee live?

The professional lives in Sarasota, Florida.

Where did Awma Jennifer Lee work?

This person worked at H. Beck, Inc., Royal Alliance Associates Inc.

What education does Awma Jennifer Lee have?

Awma studied at the Western Maryland College from 1989 to 1992.

What are the certifications of Awma Jennifer Lee?

Awma received the following certifications: Series 65, Series 63, Series 6, Insurance License, and Awma® Accredited Wealth Management Advisor Sm.

What is the industry that Awma Jennifer Lee worked in?

Awma works in Financial Services industry.

Are there any skills Awma Jennifer Lee has?

Awma Jennifer Lee has the following skills: Small Business, Finance, Strategy, Management, Insurance, Entrepreneurship, Sales, Employee Benefits, Retirement Planning, Strategic Planning, and Business Strategy.
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