Eric J Handis

18755 Cape Sable Dr, Boca Raton, FL 33498

Financial Services

1847Financial
Cfpâ
1847Financial - South Florida
Financial Advisor
Comerica Bank Aug 2017 - Dec 2018
Senior Wealth Advisor
Regions Bank Sep 2006 - Aug 2017
Wealth Advisor
Morgan Stanley Feb 2002 - Sep 2006
Financial Advisor

College For Financial Planning
Sandler Training
Teaneck High School
Syracuse University
Bachelors, Bachelor of Science, Communications

Financial Planning
Retirement Planning
Insurance Planning
Investments
Estate Planning
Consumer Lending
Risk Management
Business Planning
Strategic Financial Planning
Finance
Financial Planners
Mortgage Lending
Financial Services
Fixed Annuities
Banking
Strategy
Portfolio Management
Financial Analysis
Asset Management
Loans
Financial Advisory
Investment Management
Securities
Strategic Planning
Asset Allocation
Leadership
Customer Service
Management
Securities Lending
Secured Financing
Wealth Management Services
Secured Lending
Private Banking
Wealth Management

Cfp®, Series 7, 24, 31, 63, 65, Licensed Life Health and Annuities Agent
Cfp® , Cws®, Series 7, 24, 63, 65, Licensed Life Health and Annuities Agent
Cfpâ®, Series 7, 24, 31, 63, 65, Licensed Life Health and Annuities Agent

Boca Raton, FL

West Palm Beach, FL

Banking