Christina W Kelcourse is a high-skilled professional, that works in Bold New City Financial main office of which is in 55. as a Managing Director, Bold New City Financial since 2018. Christina gained professional experience in more than eight positions at various companies. Christina W Kelcourse went to the Florida Coastal School of Law and was studying from 2003 to 2006. Christina W Kelcourse has such qualifications as Juris Doctorate, Certified Financial Planner, and Chartered Retirement Planning Counselor. Jacksonville, Florida is the city, where this person was lastly known to be located. Christina W Kelcourse's e-mail and phone can be accessed through this website on demand.
Name variants:
Christine Kelcourse
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 4, 2022
Email
c1**@hotmail.com
Location
Jacksonville, FL
Company
Bold New City Financial
Workplace
Managing Director, Bold New City Financial
Work History
Managing Director, Bold New City Financial
Jacksonville, FL
Bold New City Financial Dates Employed Jan 2018 – Present Employment Duration Location 5011 Gate Pkwy Building 100, Suite 200 Jacksonville, FL Registered Principal Equity Services, Inc. Acti...
Jan 2018 — Sep 2018
Managing Director, North Florida Agency
1 National Life Dr, Montpelier, VT 05604
from 2017
Director of Financial Planning
301 east Pine St SUITE 800, Orlando, FL 32801
Managing a team that makes the lives of our financial advisors easier, so they can provide an excellent experience to their clients.
Aug 2016 — May 2017
Attorney
At Kelcourse Law Office, I specialize in Estate Planning, Wills & Trusts, Probate, Incapacity Planning and Special Needs Planning
Jan 2013 — Jan 2017
Field Training Leader
3500 Packerland Dr, De Pere, WI 54115
Behavioral Advice Certified
Series 7 & 66
CBO Options
Life, Accident and Health Insurance
Aug 2011 — Jan 2013
Advanced Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
I helped clients plan their financial lives.
Sep 2006 — Dec 2012
Legal Service
This was a summer job while I was in law school. I was a legal assistant and deed document drafts, to deed reviews, to title searches, to client calls.
2005 — 2005
Education
2003 — 2006
1999 — 2003
Occupations
Executive
Chief Executive Officer
Professor
School Principal
Accountant
Finance and Accounting Specialist
Representative
Counselor
Sales Specialist
Agent
Sales Agent
Corporate Executive
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Sales Representative
Skills
Estate Planning
Strategic Financial Planning
Retirement Planning
Series 7
Insurance
Small Business
Investments
Public Speaking
Disability Insurance
Mutual Funds
Risk Management
Finance
Long Term Care
Securities
Series 63
Variable Annuities
Asset Managment
Strategic Planning
Domestic Partner Planning
Financial Advisory
Financial Analysis
Leadership
Wealth Management
Retirement
Investment Advisory
Financial Planning
FAQs about Christina W Kelcourse
What is the main profession of Christina W Kelcourse?
The expert is a Managing Director, Bold New City Financial.
What jobs is Christina W Kelcourse proficient at at?
The expert is proficient at such jobs as Executive and Chief Executive Officer.
Where does Christina W Kelcourse live?
Christina W Kelcourse currently lives in Jacksonville, Florida.
What is Christina's email?
The expert's email is c1**@hotmail.com.
How many companies did Christina W Kelcourse work at?
The professional worked at eight jobs.
What education does Christina W Kelcourse have?
Christina studied at the Florida Coastal School of Law from 2003 to 2006.
What are the certifications of Christina W Kelcourse?
This expert received the following certifications: Juris Doctorate, Certified Financial Planner, and Chartered Retirement Planning Counselor.
What is professional industry that Christina W Kelcourse is connected to?
This person works in Financial Services industry.