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

  • Securities, Commodities, and Financial Services Sales Agents

  • Bank and Savings Securities Trader
  • Insurance and Financial Services Agent
  • Investment Officer
  • Loan Officer
  • Trust Officer

  • Offer advice on the purchase or sale of particular securities.
  • Keep accurate records of transactions.
  • Make bids or offers to buy or sell securities.

  • Maintain records of sales or other business transactions.