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Anthony Rutkowski
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
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Certifications
- AWMA- Accredited Wealth Management Advisor
- BFA- Behavioral Financial Advisor
- WMCP - Wealth Management Certified Professional]
Jon Paul Cirelli
Dynamic founder and CEO with a proven track record at Pivot Professional Partners, raising over $3.5 billion in real estate syndications. Expert in ta... View More
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Certifications
- Series 7
- Series 63
- Series 65
Harsh Kumar
Wealth management professional with comprehensive understanding of financial planning and investment advisory. Adept at developing tailored wealth str... View More
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Certifications
- CSI: Canadian securities course
- CFI: Financial modelling and Valuation analyst
- RBC: Financial Risk Management
Joshua Hoag
Professional wealth management expert with strong record in guiding clients to achieve financial goals. Skilled in investment strategies, portfolio ma... View More
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Certifications
- Licensed Investment Representative - Series 6, 7, 63, and 66.
Jasmine Miller
Executive results-driven investment leader with over a decade of experience building scalable platforms for RIAs and wealth-management organizations. ... View More
Top Skills
Certifications
- Series 65 (Active)
- Series 6 & 63 (Inactive)
- CAIA Level I Candidate
RODRIGO MENDIVIL
Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More
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Paul Kaye
Investment Advisor Representative with experience in financial planning, protection solutions, and wealth management. Proven track record of driving b... View More
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Jacqueline Molina Ospina
Dynamic Senior Investment Advisor with ProColombia, driving sustainable FDI projects that reduced CO₂ emissions significantly. Expert in investment st... View More
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Certifications
- Gateway To Trade Trainer, TFO Canadá, Global Links Network
RAYMOND B KNEZEK
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More
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Cameron Kaabi
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help the tea... View More