Skip to Content

retirement needs Search Results

Skills
2391 Results

Filters

Most Relevant
Job Title
Skills
Company
School
Location
2391 Results
Most Relevant

CHINYERE AKOMA

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

Maria Knight-Sutton

Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. E... View More

Top Skills

Scott McConnell

Entry-level Financial Adviser driven to learn from the best and exceed expectations. Highly energetic and eager to meet customer needs with knowledgea... View More

Top Skills

Louis Velazquez

Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More

Top Skills

Tyler Hallagin

Dynamic Financial Advisor with a proven track record at Ameriprise Financial, specializing in tailored investment strategies and wealth management. Ex... View More

Top Skills

RODRIGO MENDIVIL

Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More

Top Skills

JACKIE LOU FUENTES

JACKIE LOU FUENTES

Dynamic Financial Solutions Advisor with a proven track record at Allianz PNB Life Insurance Inc, specializing in retirement planning and portfolio ma... View More

Top Skills

Mauro Parra

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More

Top Skills

Certifications

  • Insurance Licenses, Life, Health, and Annuities – New York Department of Insurance.
  • Security Industry Essentials
  • Series 7 License - Financial Industry Regulatory Authority (FINRA).

Tanya S. Castellanos

Accomplished Senior Financial Advisor with 18-year history of success in wealth management, financial planning and real estate. Leverages analytical, ... View More

Top Skills

Cherry, CHEUK YIU LAM

Seasoned Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to ... View More

Top Skills