I am a registered representative with a series 6 and 63 license. I also have a producer license (life insurance).
My Ideal client's profile are families between the ages 25 to 45. I will provide a free Financial Needs Analysis
This analysis provides financial strategies that assist families in reaching their most important financial goals, identifies areas in which they maybe overspending., and reallocate those funds in a tax-free retirement plan or children's education vehicle, and lastly empower families with financial strategies to assist in making informed financial decisions. This can also be an opportunity to assist other families.
I am an investment banker also i was the top scholar passed my Post graduate diploma in Financial Analysis,
I know python along with sql and for intinal one year i worked for marketing team of a startup company ans it's growth was 3x with only 3 memebers initially in marketing so i would be for task and i also have knowledge of advanced open AI.
I can Deliver the best results and highest efficiency.
You can see my Curriculum Vitae/Resume for and all the nessary documents over mail.
Hope you would contact and consider my offer.
I have worked for Investment Banks like SAXO Bank NTT DATA and Royal Bank of Scotland (Natwest Groups).
Thanks.