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Diego Finol
Dedicated Customer Service professional with several years of experience. Solid team player with a positive demeanor and proven skills in establishin... View More
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Certifications
- [Life & Health] License - Jan 2024 - Present
JAIME DAVID SEREBRENIK
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical sk... View More
Top Skills
Certifications
- SIE and Series 7
- 2-15 Life Health and Var Annuities
Chelsea Haynes
Experienced and dedicated Financial Advisor skilled in creating tailored financial plans to meet individual needs. Deep understanding of diverse inves... View More
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Craig Kepron
Dynamic financial professional with extensive experience specializing in client relationship development and investment advice. Proven track record in... View More
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Certifications
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
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
Ryan Stehno
Recent graduate with foundational knowledge in Finance and hands-on experience gained through academic projects and work. Demonstrates strong teamwork... View More
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Certifications
- 10-hour General Industry Safety and Health
- Series 65
- SIE
Clara Laurent
Experienced with providing comprehensive financial advice and investment strategies. Utilizes knowledge of financial markets to guide clients toward t... View More
Top Skills
Certifications
- Currently holds a FINRA Series 7 & 66 license, as well as the Florida Life, Health, Annuity registration.
KALVIN CRUZ
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
Top Skills
Certifications
- SIE
- Series 7 License
- Series 66 License
Sunny Geng
Experienced with providing comprehensive financial advice and investment strategies. Track record of building strong client relationships and deliveri... View More
Top Skills
Certifications
- [Area of expertise] License - [Timeframe]
RODRIGO MENDIVIL
Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More