asset allocation Search Results
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JOHN VARGHESE
Highly efficient seasoned associate well established in fast-paced and challenging environments with over 4.6 years of experience in service industry... View More
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Tomasz Wojciechowski
Highly motivated and experienced Head Portfolio Manager for Global Fixed Income and Global FX with almost 27 years of experience in Financial Markets.... View More
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Charlotte Sweeney
I am enthusiastic, motivated by challenge and self-improvement. I am a positive team member with an exemplary work ethic. I work extremely well under ... View More
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Ronald King
Knowledgeable financial advisor with solid background in providing strategic financial solutions. Skilled in assessing clients' financial needs and... View More
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Certifications
- Current FINRA Series 7 securities license holder.
- Current NASAA Series 66 uniformed combined state law license holder.
- Life and Health Insurance license holder
Matt VanOrder
Accomplished Financial Advisor with a proven track record, specializing in developing tailored financial plans and asset allocation to meet individual... View More
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Certifications
- CRPC - Chartered Retirement Planning Counselor
Jose Pozo
Dynamic Financial Representative with a proven track record at Northwestern Mutual, excelling in client relations and financial planning. Leveraged cr... View More
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Elizabeth Ibrahim
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maxim... View More
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Jamar Phillips
Experienced financial professional with 8+ years of expertise in retirement planning, employee education, financial analysis and retirement administra... View More
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Certifications
- Accredited Financial Counselor (AFC), Currently pursuing
Keillan Whaley
Dynamic financial professional excelling in relationship building and analytical thinking. Spearheaded a Duty Drawback program reclaiming over $1M, sh... View More
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Certifications
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – Michigan Department of Insurance.
Cole Owen
Dynamic Junior Financial Advisor with a proven track record at Georgia Financial Advisors, enhancing client satisfaction through personalized investme... View More
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Certifications
- SIE
- Series 65 License - North American Securities Administrators Association through FINRA.
- Currently studying for my 63 license