investment planning Search Results
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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)
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
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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Results-driven Deputy Manager with a focus on relationship building and portfolio management. Successfully executed equity trading transactions and ge... View More
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Certifications
- •NISM Series VIII Equity Derivatives Certification
- •NISM Series V A - Mutual Fund Distributors Certification
- •IRDAI IC 38 Insurance Certification
Licensed and experienced financial professional seeking meaningful career in Financial Planning. Actively pursuing Certified Financial Planner™ Certif... View More
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Certifications
- FINRA Series 9&10, FINRA Series 66, FINRA Series 63, FINRA Series 7, FINRA SIE, CRD # 7287041
Dynamic Financial Advisor with a proven track record at Britam Insurance Company, excelling in investment planning and client relations. Expert in de... View More
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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,
Analytical Financial Advisor recognized for developing tailored financial solutions and conducting thorough account reviews. Committed to leveraging e... View More
Top Skills
Certifications
- SERIES 66
- SERIES 7 FINRA
Ofentse Maamogoa is an ambitious undergraduate pursuing a Criminal Justice Diploma at UNISA. With five years of professional experience, having starte... View More
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Certifications
- Driving License Category: No
Successful Financial Advisor awarded top producer throughout my career and known for building lasting client relationships and delivering tailored fin... View More