Resumes
Resumes
Financial Advisor
View pageLocation:
1837 Baird Rd, Penfield, NY 14526
Industry:
Investment Management
Work:
Brighton Securities
Financial Advisor
Financial Advisor
Education:
Eastridge High School
Nazareth College
Nazareth College
Skills:
Securities
Retirement Planning
Wealth Management
Equities
Strategic Financial Planning
Financial Planning
Mutual Funds
Series 7
Finance
Fixed Annuities
Series 63
Retirement
Asset Allocation
401K
Iras
Investments
Estate Planning
Wealth
Investment Advisory
Investment Strategies
Uniform Combined State Law
Alternative Investments
Financial Advisory
Financial Analysis
Insurance
Portfolio Management
Retirement Planning
Wealth Management
Equities
Strategic Financial Planning
Financial Planning
Mutual Funds
Series 7
Finance
Fixed Annuities
Series 63
Retirement
Asset Allocation
401K
Iras
Investments
Estate Planning
Wealth
Investment Advisory
Investment Strategies
Uniform Combined State Law
Alternative Investments
Financial Advisory
Financial Analysis
Insurance
Portfolio Management
Certifications:
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law Examination
Life/Accident & Health Insurance License
Series 66 - Uniform Combined State Law Examination
Life/Accident & Health Insurance License