advising on investments Search Results
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Jozhy Michael
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More
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Certifications
- CSC, PFSA, FP1, BCO
Louis Velazquez
Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More
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Sean D. Ryan CPCU, AIC
Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More
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Patricia Gomez-Fleitas
Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More
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Ali Syed
Highly motivated professional with a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to quickly master new skill... View More
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Certifications
- LLQP License, April 2024
ABHISHEK PATHAK
Experienced in conducting research and developing proactive investment strategies. Proficient in assessing risks, completing valuations, and managing ... View More
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Certifications
- PFSA (Personal financial services advising)
- CSC (Canadian securities Course)
- Financial Planning 1
Arjun A
A highly organized and hard-working individual looking for a responsible position to gain practical experience. Secure a responsible career opportunit... View More
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GORDON GATT JNR
Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More
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Dalynne M. Quintana
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities ... View More