financial needs assessment Search Results
Filters
Carlos Alberto Rodriguez
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, bro... View More
Top Skills
Certifications
- HEALTH AND LIFE CETIFIED INSURANCE AGENT FOR TEXAS, FLORIDA AND GEORGIA.
Suraj Acharya
Professional Summary Client-focused and results-oriented Client Advisor with extensive experience in financial services, customer relationship managem... View More
Top Skills
Kobe Morgan
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering cli... View More
Top Skills
Certifications
- NMLS ID# 2646294
Adam Sciuto
Experienced financial professional with active licenses including SIE, Series 7, Series 63, and South Carolina Life, Accident, & Health Producer. Know... View More
Top Skills
Certifications
- Securities Industry Essentials (SIE) – FINRA
- Series 7 – FINRA
- Series 63 – FINRA
Ryan Nelson
Motivated financial professional with hands-on experience in personal finance planning, sales strategy, and client education. Skilled in conducting fi... View More
Top Skills
Certifications
- NASAA SERIES 65 – Uniform Investment Adviser Law Examination (Passed 2025-11-17, Pending registration)
- FINRA SERIES 6 – Investment Company and Variable Contracts Representative (CRD#: 8016655)
- NASAA SERIES 63 – Uniform Securities Agent (OH & KY)
Nicole Overkamp
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and effic... View More
Top Skills
Certifications
- Licensed Life Insurance Agent - 8/26/2025 to Current
JANICE MAY A HERNANDEZ
Dynamic insurance professional with a proven track record at Freeway Insurance America LLC, excelling in policy analysis and client retention. Adept a... View More
Top Skills
Dmitriy Ginosyan
Experienced financial professional with over half a decade in the banking industry, specializing in relationship management and advisory support for U... View More
Top Skills
Certifications
- Series 7
- Series 6
- Series 63
Benjamin Wehmas
Dynamic individual with hands-on experience in insurance and talent for navigating challenges. Brings strong problem-solving skills and proactive appr... View More
Top Skills
Certifications
- Resident Insurance Producer License in Accident & Health, Casualty, Life, Property.
Lily Pappanduros
Driven and personable business finance student with a strong work ethic, leadership experience, and a passion for helping others succeed. I’ve built a... View More