retirement planning Search Results
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Hussein Al Husseini
Canadian professional and entrepreneur with 10 years of experience working in Canada's top 6 financial institutions and insurance companies, with a pa... View More
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Certifications
- CFP - Candidate CMA LLQP Certificate Financial Advice IFC - Investment Funds Canada
Ramona Davis
Highly motivated employee eager to embrace new challenges. Possesses a robust work ethic, adaptability, and outstanding interpersonal skills. Skilled ... View More
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Blair Hogg
Accomplished Senior Financial Advisor with a proven track record at McCalmont Financial, excelling in client service and support, and adept in investm... View More
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Ashley Madejczyk
Hardworking and reliable worker. Focused on going above and beyond to support team and serve customers. Skilled in customer care, patience and leaders... View More
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Jose Pozo
Dynamic Financial Representative with a proven track record at Northwestern Mutual, excelling in client relations and financial planning. Leveraged cr... View More
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Clay Knoke
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background i... View More
Top Skills
Certifications
- EA - Enrolled Agent
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CRPC® - Chartered Retirement Planning Councelor
Kenneth Duncan
Financial professional with solid track record in client advisory and investment planning. Known for fostering collaborative environments and achievin... View More
Top Skills
Certifications
- SIE, Series 6, Series 63
Reagan Lyons
Motivated Planning Consultant dedicated to enhancing organizational and employee performance by fostering an environment built on mutual respect, cons... View More
Top Skills
Certifications
- SIE, 04/01/19
- Series 7, 06/01/19
- Series 63, 07/01/19
Keillan Whaley
Dynamic financial professional excelling in relationship building and analytical thinking. Spearheaded a Duty Drawback program reclaiming over $1M, sh... View More
Top Skills
Certifications
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – Michigan Department of Insurance.
Dineo Disree Masiu
The candidate is committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to... View More