Mick Beard, CEP

Mick Beard, CEP

Trader

Followers of Mick Beard, CEP753 followers
location of Mick Beard, CEPAtlanta, Georgia, United States

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  • Timeline

  • About me

    AVP, Senior Manager - Executive Services at Morgan Stanley

  • Education

    • Queensland University of Technology

      -
      Bachelor of Business Finance
    • University of Florida

      -
      Bachelor of Business Finance
  • Experience

    • Self

      Aug 2010 - Oct 2015
      Trader

      • Managed a self-directed trading account.• Analyzed fundamental and technical data over a broad range of products to generate daily trade ideas. • Traded US index, commodity, and currency futures.

    • E*TRADE from Morgan Stanley

      Nov 2015 - Jun 2022

      Worked on a small team to service E*TRADE's active traders. • Accurately placed trades for clients in a time sensitive, high pressure environment. • Provided solutions to complex trading ideas and strategies like multi-leg option spreads, buying power calculations and advanced order types.• Analyzed and researched company corporate actions and trade disputes on Bloomberg.• Coordinated with the order room desk to fulfill global and manual trade requests.• Series 3 licensed. Show less

      • Manager, Participant Services

        Feb 2021 - Jun 2022
      • Team Lead, Platinum Relationship Management

        Aug 2018 - Feb 2021
      • Platinum Relationship Manager

        Sept 2017 - Aug 2018
      • Advanced Trading Specialist

        May 2017 - Sept 2017
      • Senior Financial Services Representative - Elite Client Services

        Nov 2015 - May 2017
    • Morgan Stanley

      Jun 2022 - now
      AVP, Senior Manager - Executive Services
  • Licenses & Certifications

    • Series 10

      FINRA
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Series 24

      FINRA (Financial Industry Regulatory Authority)
    • Series 9

      FINRA
    • Series 3

      National Futures Association
    • Certified Equity Professional (CEP)

      Santa Clara University
      Dec 2023
    • Series 66

      FINRA