Kenneth Jarvis II

7316 Rustic Crest ST

Las Vegas , NV 89149
kj592682@westpost.net
Tel: 859-250-7643
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OBJECTIVE
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The primary objective is to secure a position as a Investment Consultant/Financi
al Advisor and to incorporate a vast array of skills with the ability to complet
e all tasks with excellence earned through years of financial experience. Busine
ss Accounting graduate who is a Series 7 and 63 licensed professional and is tra
ined in all area of sales, superior customer service and analytical work.
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PROFESSIONAL EXPERIENCE
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6/2007 - Present
Fidelity Investments Covington, KY
Financial Representative
Currently works for Fidelity Investments as a Financial Representative. Respons
ibilities are to critically analyze clients financial needs. To place trades wi
th one hundred percent accuracy (mutual funds, stocks, options and more) and to
critically review each clients objectives and make recommendations to help clien
ts have financial and life success. Analyze the market everyday and keep up on
financial movements in markets across the world. Consistently surpasses monthly
sales goals and have excellent history of trading accuracy and lead generation.
Generation of million dollar sales leads on a monthly basis.

8/2006 - 6/2007
Jackson Hewitt Cincinnati, OH
Tax Preparer
Essential duties and functions included: preparing income tax returns for indivi
duals & businesses, reviewing clients financial records and past tax forms to ma
ke an initial estimate of taxes owed, interviewing clients to obtain additional
information about taxable income and deductible expenses and allowances, consult
ing tax law handbooks and bulletins to determine the procedures for preparing un
usual returns, calculating the fee for preparing each return according to the co
mplexity and the amount of time needed to prepare the return and reviewing prepa
red tax forms to detect errors.

6/2006 - 8/2006
United Capital Mortgage Cincinnati, OH
Licensed Mortgage Consultant
Reported to Management with the following responsibilities: originating mortgage
loans, assessing credit risk, assessing loan to value risk, preparing all docum
ents, meeting time requirements, customer quality control, sales, knowledge of l
ender guidelines, knowledge of title company guidelines, knowledge of appraisal
guidelines, negotiated credit settlements, negotiated payoffs of delinquent acco
unts, organized documents, calculations of debt to income ratios, excellent with
quota goals and attaining all documents on time and to their entirety.

1/2005 - 6/2006
The Mortgage Source Cincinnati, OH
Licensed Mortgage Consultant
Reported to Management with the following responsibilities: originating mortgage
loans, assessing credit risk, assessing loan to value risk, preparing all docum
ents, meeting time requirements, customer quality control, sales, knowledge of l
ender guidelines, knowledge of title company guidelines, knowledge of appraisal
guidelines, negotiated credit settlements, negotiated payoffs of delinquent acco
unts, organized documents, calculations of debt to income ratios, excellent with
quota goals and attaining all documents on time and to their entirety.

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EDUCATION
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2008 Accounting Major/Concentration
Business Administration GPA: 3.8 - Devry University, Cincinnati, OH

2007 PMP Certification

Project Management - Boston University Online , Boston, MA

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LICENSES
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SERIES 7, SERIES 63, OHIO MORTGAGE CERTIFICATION