advising on investments Search Results
Filters
Jozhy Michael
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More
Top Skills
Certifications
- CSC, PFSA, FP1, BCO
ROBERT BROOKS
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities t... View More
Top Skills
Certifications
- Series 7
- Series 65
- Series 63
Nqobile Charity Mavuso
I am an Enthusiastic and energetic person. exceptionally I work well in groups as well as individually; I strive to be better always. I enjoy challeng... View More
Top Skills
Certifications
- Regulatory Examination Certificate -RE5
- Pastel Payroll and HR
- Pastel Accounting
Randall Calloway II
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptab... View More
Top Skills
Certifications
- Life Health & Annuites License
- SIE (Secruties Industry Essentials)
- Series 63 License (Uniform Securities Agent State Law)
Soham Mehta
Proven Financial Advisor with a track record of developing tailored financial plans at Scotiabank, highlighted by a 135% managed money increase at CIB... View More
Top Skills
Certifications
- IFIC Mutual Fund License
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
Top Skills
Matthew Gelinas
Data-driven professional with a Major in Finance and a post-graduate diploma in Data Analytics. Proficient in utilizing analytical software, quer... View More
Top Skills
Certifications
- IBM Business Intelligence Analyst Certificate
- IBM Predictive Analytics Modeler Certificate
- Microsoft Certified: Azure Data Fundamentals DP900
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
Top Skills
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



