Rick Mowdy

Financial Strategist

Rick Mowdy is a skilled expert, that works in Tax & Financial Group main office of which is in 618. on the position of Financial Strategist from 2015. Rick has earned professional experience in more than four positions at various companies. This professional has these qualifications: Series 7, Series 66, and Financial Industry Regulatory Authority (Finra). Riverside, California is the city, where this professional was known to live. Their phone number and email can be accessed through this website on demand.
Name variants:
Ricky Mowdy
Last updated Jun 15, 2024

Contact Information

Last Update
Jul 1, 2022
Email
ri**@tfgroup.com
Location
Riverside, CA

Workplace

Tax & Financial Group
Financial Strategist

Newport Beach, CA

Industry

Financial Services

Work History

Financial Strategist

Newport Beach, CA
Rick Mowdy (CA Insurance License 0G41325) is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory service...
from Jan 2015

Tax Intern

Grew the foundation of my tax knowledge by working on complex tax returns for individuals and partnerships in various industries.
Jan 2013 — Nov 2013

Tax Specialist

1 H And R Block Way, Kansas City, MO
Jan 2010 — Apr 2012

Intern

200 east Baker St SUITE 100, Costa Mesa, CA 92626
May 2011 — Aug 2011

Education

2010 — 2014

Occupations

Accountant
Finance and Accounting Specialist
Representative
Advisor
Apprentice
Accounting Bookkeeper
Bookkeeper
Student Worker

Skills

Microsoft Excel
Microsoft Office
Powerpoint
Customer Service
Tax
Accounting
Social Media
Leadership
Social Networking
Research
Succession Planning
Estate Planning

FAQs about Rick Mowdy

What's the main profession of Rick Mowdy?

Rick is a Financial Strategist.

What jobs is Rick proficient at at?

Rick Mowdy is a professional such jobs as Accountant and Finance and Accounting Specialist.

Where is Rick Mowdy currently located?

Rick Mowdy is currently located in Riverside, California.

Does the expert have the email address?

ri**@tfgroup.com is Rick Mowdy's email address.

How many companies did Rick Mowdy work at?

Rick Mowdy worked at four jobs.

What education does Rick Mowdy have?

Rick studied at the from 2010 to 2014.

Are there any certifications Rick Mowdy has?

The professional received the following certifications: Series 7, Series 66, and Financial Industry Regulatory Authority (Finra).

What is the industry that Rick Mowdy is connected to?

Rick works in Financial Services industry.
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