Description
I am a self-made enterprising investment sales professional dedicated to making certain my clients do not outlive their money! We all know that unless they invest properly, they may do so. We also know the investment ignorance out there at the retail level is abysmal. The help of a professional financial advisor is in great demand. In fact, this is truely a growth profession in our great nation.
Accomplishments
Highlights:
Worked way up academically, to and including a masters degree, 100% self financed (no student loans). Consistent top 10% producer Clean U-4 Succesful family man Strong athletic abilities including tennis, golf and basketball. Accomplished private airplane pilotCompanies I like:
Morgan Stanley Merrill Lynch Charles Schwab, Wells Fargo Bank
Keywords
Responsibilities
Support from an established major finance entity with strong finances and an excellent reputation (Not an undercapitalized broker dealer, of which there are too many).
An entity with strong, but not restrictive, compliance policies.
Dedicated to complete support of its sales staff, which brings in the vital revenue.