Location:
100 north Tryon St, Charlotte, NC 28202
Work:
Td Ameritrade
Senior Financial Consultant
Merrill Lynch
Mar 2016 - Dec 2017
Assistant Vice President - Investment Consultant
Prudential Financial
Jun 2015 - Mar 2016
Financial Services Professional
Education:
University of Rhode Island 2013 - 2015
Bachelors, Finance
International School Al Koura
Skills:
Microsoft Excel, Microsoft Office, Finance, Financial Services, Leadership, Microsoft Word, Series 7, Series 63, Customer Service, Time Management, Retirement Planning, Life Insurance, Management, Social Media, Series 66, Facebook, Social Networking, Financial Analysis, Securities, Critical Thinking, Investments, Financial Advisory, Mutual Funds, Retirement, Analysis, Wealth Management, Business, Investment Management, Investment Strategies, Iras, Finra
Certifications:
General Securities Representative Series 7
Uniform Securities Agent State Laws Series 63
Uniform Combined State Law Series 66
Producer Life, Accident and Health
Financial Industry Regulatory Authority (Finra), License Crd# 6560002
Pearson Vue
License Crd# 6560002