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Online Resumes with "invtment advisor"
Series 7 Broker License, Series 65/66 Registered Investmen Advisor Series 63 Insurance License
Part time work to assist clients and prospects with their goals regarding financial independence. Work with clients and prospects in developing comprehensive financial planning. Work with clients and prospects in achieving realistic financial goals. Assist prospects and clients with planning and achieving. Able to relate on all levels with clients and prospects in their goals and accomplish those goals and aspirations.
Tags for this Online Resume: client service, manager, supervisor, invtment advisor, insurance
