Qualifications

 

As shown below, James E. Beck has been in the Financial Services Industry for over 20 years, gaining the skills and experience necessary to help his clients with their financial situation.
 

February 2012 to Present - James Beck Wealth Management
President

June 2001 to February 2012 - Morgan Stanley Smith Barney
Vice President
Senior Portfolio Manager
Financial Planning Specialist
Delray Beach, FL

1995 to 2001 - Merrill Lynch
Senior Financial Advisor
Delray Beach, FL

1994 to 1995 - Sun Bank and Laughlin Group Advisors
Trust Officer and Annuity Specialist
Miami/Stuart, FL

1994 - Citicorp Investment Services
Investment Consultant
North Miami Beach/Davie, FL

1992 to 1993 - JMC Financial at Barnett Bank
Annuity Specialist and Regional Marketing Director
Tampa, FL

1989 to 1992 - Met Life
Account Representative
Agent
Tampa Palms, FL