How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Securities, Commodities, and Financial Services Sales Agents

  • Customer Agent
  • Financial Report Service Sales Agent
  • Financial Services Agent
  • Insurance and Financial Services Agent
  • Mutual Funds Agent
  • Mutual Funds Sales Agent

  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.