Resumes
Resumes
Financial Advisor
View pageLocation:
San Luis Obispo, CA
Industry:
Financial Services
Work:
Financial Advisor
Edward Jones Jun 2015 - Jun 2015
Financial Advisor Trainee
Gowireless, Inc. Apr 2009 - Jan 2015
Store Manager
Education:
College For Financial Planning
Uc Santa Barbara
University of California
Uc Santa Barbara
University of California
Skills:
Strategic Planning
Wealth Strategies
Portfolio Review
Asset Allocation
Risk Assessment
Management
Leadership
Wealth Preservation Strategies
401K Options
Estate and Legacy Strategies
Retirement Income Strategies
Lgbt Financial Strategies
Divorce Finances
Financial Analysis
Estate Considerations
Investments
Customer Service
Life Insurance
Wealth Strategies
Portfolio Review
Asset Allocation
Risk Assessment
Management
Leadership
Wealth Preservation Strategies
401K Options
Estate and Legacy Strategies
Retirement Income Strategies
Lgbt Financial Strategies
Divorce Finances
Financial Analysis
Estate Considerations
Investments
Customer Service
Life Insurance
Languages:
Spanish
English
English
Certifications:
General Securities Representative License- Series 7
Uniform Combined State Law- Series 66
Life, Accident & Health, Variable Products Insurance License
Chartered Retirement Planning Counselor Crpc
Uniform Combined State Law- Series 66
Life, Accident & Health, Variable Products Insurance License
Chartered Retirement Planning Counselor Crpc
Natali Sanchez
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Natali Sanchez
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