retirement needs Search Results
Filters
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
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
