Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Braden Coe

Tampa,FL

Summary

Detail-oriented financial professional holding the Series 6 and 63 licenses with hands-on experience supporting retail clients with investment strategies. Skilled in mutual funds, ETFs, and retirement planning fundamentals, with a strong foundation in firm compliance and client relationship management. Dedicated to building trust through transparency and service, while eager to continue developing as a financial advisor within a growth-oriented firm.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Registered Representative

Osaic Wealth
Sarasota, Florida
07.2025 - 09.2025
  • Handled inbound and outbound calls from current and prospective clients.
  • Qualified leads, uncovered client goals, and introduced firm products and services.
  • Applied industry knowledge in real-world client interactions, reinforcing compliance, and regulatory awareness.
  • Strengthened sales skills by positioning financial services as solutions to clients' needs.

Treasurer

Zeta Beta Tau Fraternity
Tampa, Florida
04.2023 - 12.2024
  • Developed and managed a six-figure annual budget, increasing savings by 8% year over year
  • Advised leadership on financial decisions to ensure long-term financial stability.
  • Implemented structured payment plans for over 100 members, ensuring timely collections.
  • Designed and executed strategic savings plans, mirroring personal financial planning strategies.

Education

Bachelor of Science - Finance

University of South Florida
Tampa, FL
05-2025

Skills

  • Microsoft Office Suite
  • Tableau
  • MoneyGuidePro
  • Investment Products & Retirement Planning
  • Communication & Client Relations
  • Leadership
  • Teamwork
  • Time Management

Certification

  • Series 6
  • Series 63
  • SIE
  • 2-15 Life, Health, and Variable Annuity

Timeline

Registered Representative

Osaic Wealth
07.2025 - 09.2025

Treasurer

Zeta Beta Tau Fraternity
04.2023 - 12.2024

Bachelor of Science - Finance

University of South Florida

Similar Profiles

CREATE PROFILE