retirement planning Search Results
Filters
I have worked for many years, gaining valuable experience. From the age of 2 ' I was reg parshley sighted. From the age of 7, I was in normal schoolin... View More
Top Skills
Proactive and goal-oriented professional recognized for exceptional time management and problem-solving abilities. Known for reliability and adaptabil... View More
Top Skills
Certifications
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Uniform Combined State Law Exam
- Life, Accident & Health Insurance License
Payroll manager with extensive experience at Curtin Maritime Corp, specializing in payroll processing and compliance. Demonstrated success in managing... View More
Top Skills
Certifications
- Continued education via Certifications online including:
- U.S. Department of Labor
- OSHA Education Center
Accomplished professional with extensive expertise in investment advice, financial planning, and strategic oversight. Proven track record in developin... View More
Top Skills
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).
Financial planning professional skilled in developing and implementing strategic financial plans. Strong focus on teamwork and achieving tangible resu... View More
Top Skills
Certifications
- SIE - FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Highly enthusiastic professional with over 15 years financial, administrative, and client interface experience. Great work ethic and strong communicat... View More
Top Skills
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More
Top Skills
Goal-driven banking professional with a strong track record in effectively managing diverse customer needs with speed and efficiency. Dedicated to max... View More
Top Skills
Since entering the financial services industry in 2005, I have developed an extensive range of skills and knowledge. Core business is providing financ... View More