investment planning Search Results
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Harmanjot Kaur
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More
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Certifications
- CAFA (Certificate in Advanced Financial Advice)
- CFSA (Certificate in financial Service Advice)
- IFIC (Investment funds in Canada)
Manish Bhalla
Dynamic Equity Specialist with a proven track record at ICICI Securities, excelling in trading strategies and portfolio management. Enhanced efficien... View More
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Certifications
- NISM-National Institute of Securities Markets
- CIEL-Centre For Investment Education & Learning
Rockey Praveen Adari
Seeking challenging environment in an organization where I can positively contribute my talent and skills to grow and expand the company. PROFESSIONAL... View More
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Sawyer Hyatt
Financial Consultant with robust background in fiduciary financial advisory. Proven ability to guide clients toward their financial goals through stra... View More
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Certifications
- Series 66,
- Series 7,
- Securities Industries Essentials,
Dawit Crain
Senior-level consultant with broad experience and readiness for high-impact advisory roles. Skilled in strategic planning, problem-solving, and effect... View More
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JOHN KABUE KARANJA
Dynamic financial advisor with over 5 years of experience in credit, investment planning, and client relationship management, dedicated to empowering ... View More
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Jean-Yann Palix
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Daily applies lending expertise to a lending p... View More
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Anthony Rutkowski
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
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Certifications
- AWMA- Accredited Wealth Management Advisor
- BFA- Behavioral Financial Advisor
- WMCP - Wealth Management Certified Professional]
Storm Danielle Minnaar
Professional Forex trading expert with track record of delivering consistent results through strategic market analysis. Known for strong team collabor... View More
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Certifications
- RE5 regulatory Examination - Representatives in all Categories of FSP's ( Moonstone 2020 )
- Introduction to Financial Markets - SAIFM ( JSE Accredited )
- Rules and Ethical regulations in the SA Financial Market - SAIFM ( JSE accredited
Aradhya Bhatia
Entrepreneurial Trader with in depth knowledge and 3 years of experience and dedicated to making returns for my clients. Seeking a job to enter the co... View More