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William M

Financial Advisor - 20 Years of Experience - Near 78155

Occupation:

Financial Advisor

Education Level:

Bachelor

Will Relocate:

YES

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History -Consult with branch clients to determine need and goals and develop growth plans. -Continuously network and build individual client base. -Promptly resolve customer issues and answer financial questions. -Offer detailed research based advice on strategies to meet clients' needs. -Oversaw investments and proactively managed client funds.

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