partycoke51

Capacity to handle many tasks, priorities and deadlines.Established and maintained new accounts..|Accepted customer checks and stock certificates.|
Followed up on pending ACATS transfers.|Dealt with consumers inquiries associated with internet site and assisted buyers once the internet is down.|Educated clients as towards the workings on the market.}Registered Monetary Advisor. Certified Collection 7 & 66 Individual and Mutual Fund Securities broker. Life, Health, Accident, and Annuities certified. Offered Economic Planning to families and people and presented information in group seminars. Help planning of children’s higher education, retirement planning, large expenditures planning, and investment preparing for future needs. Also helped with the protection needs for investments, life, health through insurances and annuities. Options House Review
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