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Logical Financial Counselor with extensive history of speaking with patients, physicians and insurance company representatives. Efficient professional... View More
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Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. E... View More
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Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More
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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
- Insurance Licenses, Life, Health, and Annuities – New York Department of Insurance.
- Security Industry Essentials
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More
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Dynamic financial professional with a proven track record at Self Implode, specializing in developing financial plans and advising on investments. Exp... View More
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Financial advisor with a solid background in investment strategy, client engagement, business development, and sales. Known for driving growth through... View More
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Certifications
- Series 7 & Series 66 (FINRA, 2023)
- Life Insurance & Annuity (Florida, 2017)
- Real Estate License (Florida, 2015)
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities ... View More
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Certifications
- First Aid Certification
- CPR/AED Certification
Excellent decision-making and customer service abilities with 5 years combined Finance and Real Estate experience Provided effective service deli... View More
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Provides customers with targeted financial advice, service options and product recommendations to serve debt management needs. Effective at building a... View More
