Resumes
Resumes
Family Office Manager
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney since Jan 2009
Registered Associate
Registered Associate
Skills:
Series 7
Finra
Uniform Combined State Law
Series 66
Series 31
Ca Insurance License
Notary Public
Nasdaq Stock Market
Nyse Mkt Llc
New York Stock Exchange
Investments
Series 63
Series 65
Strategic Financial Planning
Asset Allocation
Retirement Planning
Investment Advisory
Wealth Management
Investment Strategies
Financial Planning
Asset Management
Customer Service
Portfolio Management
Finra
Uniform Combined State Law
Series 66
Series 31
Ca Insurance License
Notary Public
Nasdaq Stock Market
Nyse Mkt Llc
New York Stock Exchange
Investments
Series 63
Series 65
Strategic Financial Planning
Asset Allocation
Retirement Planning
Investment Advisory
Wealth Management
Investment Strategies
Financial Planning
Asset Management
Customer Service
Portfolio Management