Focus on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million.
Provide website and product guidance to clients processing options, equities, mutual funds and fixed income trades.
Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant.
with internal business partners to research and resolve complex client
Series 7 Exam
Series 63 Exam
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.