Ty Dunkleman
Christiansburg,VA
Summary
Dynamic Financial Advisor at Equitable Advisors, with experience in holistic financial planning and investment analysis. Skilled in strengthening client relationships, evaluating risk, and providing customized financial strategies. Strong team collaborator with effective communication skills, dedicated to driving client success and ensuring regulatory compliance.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Equitable Advisors
Roanoke, VA
04.2025 - Current
- Function as a non-captive agent.
- Develop holistic financial plans tailored to clients' individual needs.
- Collaborate with team members to enhance client experience and delivery strategies.
- Analyze and inform clients regarding potential investments; such as stocks, bonds, mutual funds, annuities, CDs, and insurance products.
Work Study Intern
Concord University
Athens, USA
08.2023 - 05.2024
- Developed universal work habits.
- Gained experience in customer service and working with a team.
- Managed and maintained school events.
Education
Bachelors of Science - Business Administration - Concentration in Finance
Concord University
Athens, WV05.2024
Skills
- Series 7 (Issued April 2025) FINRA
- Series 66 (Issued Feb 2025) NASAA
- Securities Industry Essentials (Issued Dec 2024) FINRA
- Producer: Health, Life, & Annuities (Issued Nov 2024) Commonwealth of Virginia Bureau of Insurance
Volunteer Experience
- Veterans Pantry (2021-2024)
- Special Olympics (2021-2024)
Timeline
Financial Advisor
Equitable Advisors
04.2025 - Current
Work Study Intern
Concord University
08.2023 - 05.2024
Bachelors of Science - Business Administration - Concentration in Finance
Concord University