Alma S.

Investment Adviser Representative/ Retirement Specialist

New York, New York, United States

Skills

Financial Needs Analysis; CRM( Sales Force), Client Services, Retirement Planning, Investment Proposals, Client Risk Assessments, Project Management, Sales, Team Management, Wealth Management, Insurance , Advisory Services, Fiduciary, Trust and Estate Planing, Brokerage Services, Mutual Funds, Annuities, 529 Plans, ETF, Fixed Annuities, Variable Annuities, Managed Accounts, Financial Plan Development, Consulting, Relationship Management, Client Facing Services.

About

Registered Financial Advisor holding FINRA 7, 66, 63, 6 , SIE, LAH Licenses and RICP certificate. Over 5 years in Financial Industry Sales and Investment and Retirement Planning.