Resumes
Resumes
Managing Partner And Wealth Management Advisor
View pageLocation:
Boca Raton, FL
Industry:
Financial Services
Work:
Lpl Financial
Wealth Management Advisor
Merrill Lynch 2011 - 2012
Wealth Management Advisor
Newbridge Securities 2006 - 2011
Financial Advisor
Boyar Wealth Management, Inc. 2006 - 2011
Managing Partner and Wealth Management Advisor
Wealth Management Advisor
Merrill Lynch 2011 - 2012
Wealth Management Advisor
Newbridge Securities 2006 - 2011
Financial Advisor
Boyar Wealth Management, Inc. 2006 - 2011
Managing Partner and Wealth Management Advisor
Education:
Baruch College 1998 - 2002
Bachelors, Bachelor of Business Administration, Financial Management, Finance
Bachelors, Bachelor of Business Administration, Financial Management, Finance
Skills:
Portfolio Management
Wealth Management
Alternative Investments
Qualified Retirement Plans
Retirement Planning
Variable Annuities
Investment Advisory
Asset Managment
Asset Allocation
Multi Generational Wealth Transfer
Estate Planning
Strategic Financial Planning
401K Rollovers
Licensed Life and Health Insurance Agent
Long Term Care Insurance
Retirement
Wealth
Insurance
Investment Management
Finance
Series 7
Series 63
Series 66
Financial Analysis
Investments
Securities
Mutual Funds
Financial Services
Asset Management
Financial Planning
Financial Advisory
Investment Strategies
Financial Markets
Financial Risk
Equities
Fixed Annuities
Iras
Wealth Management Services
401K Rollover Services
Wealth Management
Alternative Investments
Qualified Retirement Plans
Retirement Planning
Variable Annuities
Investment Advisory
Asset Managment
Asset Allocation
Multi Generational Wealth Transfer
Estate Planning
Strategic Financial Planning
401K Rollovers
Licensed Life and Health Insurance Agent
Long Term Care Insurance
Retirement
Wealth
Insurance
Investment Management
Finance
Series 7
Series 63
Series 66
Financial Analysis
Investments
Securities
Mutual Funds
Financial Services
Asset Management
Financial Planning
Financial Advisory
Investment Strategies
Financial Markets
Financial Risk
Equities
Fixed Annuities
Iras
Wealth Management Services
401K Rollover Services
Languages:
English