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Maria Torres
Dynamic Financial Counselor with a proven track record at Peak Behavioral Health Services, adept at insurance verification and patient counseling. Ski... View More
Top Skills
Certifications
- PED NM Medicaid certification 2025
JUSTIN BAIERL
Accomplished Financial Advisor with a proven track record at Axias Wealth Advisors, excelling in wealth management and relationship building. Demonstr... View More
Top Skills
Certifications
- CERTIFIED FINANCIAL PLANNER
- SIE - Securities Industry Essential Examination
- Series 7TO - General Securities Representative Examination
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.
Asanté Affenzeller
Dynamic Financial Services Professional with a proven track record at New York Life Insurance Co, excelling in insurance planning and risk management.... View More
Top Skills
Certifications
- Life and Health license
- SIE
- Series 6
Michele Wunder
Dynamic financial professional with a proven track record at CIBC, excelling in cash flow management and client relationship building. Skilled in deve... View More
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Tyler Nobel, CFP®, RICP®
Dynamic CERTIFIED FINANCIAL PLANNER® with seven years experience in the financial planning industry, excelling in financial plan preparation and clien... View More
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Certifications
- CERTIFIED FINANCIAL PLANNER® Retirement Income Certified Professional®
Galen Chen
Dynamic Financial Services Professional with expertise in lead generation, client analysis, and effective communication. Proven ability to educate cli... View More
Top Skills
Certifications
- life & health insurance license
Nicholas Sennott
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical sk... View More
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Jay Kammerer
Dynamic Financial Advisor with a proven track record at First Command, specializing in personalized financial planning and relationship management. Ex... View More