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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Nolubabalo Vakalisa
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adap... 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,
Sunil Khiatani
Promote culture of continuous improvement to maintain adaptable and responsive organizations ready for changing market conditions and business demands... View More
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Certifications
- GIA certified gemologist.
Jeff Drost
Results-oriented Financial Advisor uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted r... View More
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Randall Calloway II
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptab... View More
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Certifications
- Life Health & Annuites License
- SIE (Secruties Industry Essentials)
- Series 63 License (Uniform Securities Agent State Law)
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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Christos Aposporis
Commercial Operations Manager with 5+ years’ commercial and strategic experience in FMCG/Manufacturing. Dynamic MBA-qualified with a proven track reco... View More