Joseph J Divico, Age 716731 Eliot Ave, Middle Village, NY 11379

Joseph Divico Phones & Addresses

6731 Eliot Ave, Middle Village, NY 11379 (718) 565-0304

Middle Vlg, NY

West Rupert, VT

Rupert, VT

Brooklyn, NY

Social networks

Joseph J Divico

Linkedin

Work

Company: Tiaa Jan 2011 Position: Senior wealth management advisor

Education

Degree: Bachelors, Bachelor of Arts School / High School: University of Maryland 1995 to 1999 Specialities: Economics

Skills

Estate Planning • Retirement Planning • Insurance Vehicles • Wealth Management Services • Strategic Financial Planning • Finance • Portfolio Management • Wealth Management • Asset Allocation • Mutual Funds • Investment Advisory • Alternative Investments • Investment Strategies • Intergenerational Wealth Planning • Endowments and Foundations

Ranks

Certificate: Chartered Financial Analyst (Cfa)

Industries

Financial Services

Mentions for Joseph J Divico

Joseph Divico resumes & CV records

Resumes

Joseph Divico Photo 13

Senior Wealth Management Advisor

Location:
6731 Eliot Ave, Middle Village, NY 11379
Industry:
Financial Services
Work:
Tiaa
Senior Wealth Management Advisor
Hsbc Oct 2005 - Jan 2011
Financial Advisor
E*Trade Mar 1, 2004 - Oct 1, 2005
Relationship Manager
Education:
University of Maryland 1995 - 1999
Bachelors, Bachelor of Arts, Economics
Skills:
Estate Planning, Retirement Planning, Insurance Vehicles, Wealth Management Services, Strategic Financial Planning, Finance, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Intergenerational Wealth Planning, Endowments and Foundations
Certifications:
Chartered Financial Analyst (Cfa)
Cfa Institute

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