Resumes
Resumes
First Vice President- Senior Financial Advisor,Crpcâ
View pageLocation:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Merrill Lynch
First Vice President- Senior Financial Advisor,Crpcâ
First Vice President- Senior Financial Advisor,Crpcâ
Education:
University of Maryland 2004 - 2007
Bachelors, Bachelor of Arts, Economics Syosset Senior High School 2004
Bachelors, Bachelor of Arts, Economics Syosset Senior High School 2004
Skills:
Retirement
Strategic Financial Planning
Financial Advisory
Investments
Wealth Management
Strategy
Retirement Planning
Leadership
Finance
Asset Management
Series 7
Wealth
Estate Planning
Portfolio Management
Mortgage Lending
Risk Management
Alternative Investments
Mutual Funds
Securities
Series 63
Financial Services
Financial Markets
Equities
Management
Financial Planning
Trading
Wealth Management Services
Strategic Financial Planning
Financial Advisory
Investments
Wealth Management
Strategy
Retirement Planning
Leadership
Finance
Asset Management
Series 7
Wealth
Estate Planning
Portfolio Management
Mortgage Lending
Risk Management
Alternative Investments
Mutual Funds
Securities
Series 63
Financial Services
Financial Markets
Equities
Management
Financial Planning
Trading
Wealth Management Services
Languages:
Hindi
Punjabi
Punjabi
Certifications:
Series 66
Series 7
Series 31
Life & Health Insurance License
Chartered Retirement Planning Counselor
Portfolio Manager
Series 9
Financial Industry Regulatory Authority (Finra)
College of Financial Planning
Merrill Lynch
Series 7
Series 31
Life & Health Insurance License
Chartered Retirement Planning Counselor
Portfolio Manager
Series 9
Financial Industry Regulatory Authority (Finra)
College of Financial Planning
Merrill Lynch