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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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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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Seeking a challenging position that will allow me to grow personally and professionally. Knowledgeable with solid background in managing high-value cl... View More
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Certifications
- RI Department of Business Regulations
- FINRA Securities Industry Essentials SIE
- Series 6
Accomplished Wealth Management Advisor with expertise in relationship building, financial planning, and investment management. Proven track record of ... View More
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Certifications
- CFP - Certified Financial Planner
- FINRA - Series 7 License
- FINRA - Series 63 License
Results-driven investment professional with proven skills in portfolio management, tax planning, and regulatory compliance. Adept at developing tailor... View More
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Certifications
- * Series 7 Financial Services Certification
- * Series 66 Financial Services Certification
- * Health and Universal Life Insurance Certification
Overall, I believe myself to be an hardworking individual with a passion for learning. I have a robust background in financial advising. Proven abilit... View More
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- High School Diploma
- BS in Finance
- Licensed Fiduciary
Accomplished Options Trader with a strong focus on trading psychology, risk management, and portfolio optimization. Proven track record in executing c... View More
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Dynamic professional continuously pursuing professional development opportunities. Pursuing full-time role that presents professional challenges and l... View More
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Detail-oriented team player with exceptional organizational skills. Experienced in managing multiple projects simultaneously while ensuring accuracy a... View More
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Accomplished Financial Advisor with a proven track record at Axias Wealth Advisors, excelling in wealth management and relationship building. Demonstr... View More
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Certifications
- CERTIFIED FINANCIAL PLANNER
- SIE - Securities Industry Essential Examination
- Series 7TO - General Securities Representative Examination


