Joseph Kotran, CFP®

Joseph kotran, cfp®

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location of Joseph Kotran, CFP®Austin, Texas, United States
Followers of Joseph Kotran, CFP®1000 followers
  • Timeline

  • About me

    VP - Financial Consultant

  • Education

    • Toms river high school north

      2006 - 2010
    • Columbia university in the city of new york

      2010 - 2014
      Bachelor's degree philosophy; political science

      Activities and Societies: Columbia University Cross Country Team, Columbia University Track and Field Team, Eco-Lions A few Columbia University Cross Country and Track Accomplishments:-personal bests of a 4:05 mile, 8:11 3k and 8:54 3k steeplechase -3rd place medalist in the 3k Steeplechase at the Ivy League Outdoor Track Championships (2013)-Ivy League Heptagonal Cross Country Champions (2013)

  • Experience

    • Sea girt beach patrol

      Jun 2008 - Aug 2013
      • Ocean Lifeguard

        Jun 2008 - Aug 2013
      • Junior Ocean Lifeguard Instructor

        Jun 2008 - Aug 2013
    • Rustic pathways

      Jun 2014 - Aug 2014
      Program leader
    • Charles schwab

      Jan 2015 - now
      • VP - Financial Consultant

        Jan 2019 - now
      • Associate Financial Consultant

        Aug 2017 - Jan 2019
      • Financial Services Professional

        Jan 2015 - Jul 2017
  • Licenses & Certifications

    • Series 7

      Finra (financial industry regulatory authority)
      May 2015
    • Series 66

      Finra (financial industry regulatory authority)
      Jul 2016
    • Certified financial planner™

      Cfp board
      Aug 2019
    • Life, accident, health and hmo insurance

      Texas department of insurance
      Feb 2019
    • Series 63

      Finra (financial industry regulatory authority)
      May 2015