Alan B. Faerber, Cfp® Crpc® Email and Phone Number
Alan B. Faerber, Cfp® Crpc® work email
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Alan B. Faerber, Cfp® Crpc® personal email
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Alan B. Faerber, Cfp® Crpc® phone numbers
Financial planning is the means I use to help equip people for their future needs, enable them to serve the mission of their dreams, live a retirement of fulfillment, further the gathering of Israel, and bless each person on their journey to exaltation. To better accomplish my vision, I have earned the following credentials to expand my knowledge and experience:• CERTIFIED FINANCIAL PLANNER™ (CFP®).•
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Senior Financial PlannerTomiplanSalt Lake City, Ut, Us -
Financial Planner & OwnerBountiful Financial Planning Llc Jun 2024 - PresentBountiful, Utah, United StatesFinancial Planning -
Vp, Financial ConsultantCharles Schwab Apr 2022 - Jan 2024Salt Lake City Metropolitan Area -
Senior Financial ConsultantTd Ameritrade Oct 2020 - May 2022 -
Branch ManagerTd Ameritrade Feb 2018 - Feb 2022 -
Branch ManagerScottrade Investment Management Oct 2016 - Feb 2018Cottonwood Heights. Ut
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Branch ManagerScottrade Sep 2012 - Feb 2018Cottonwood Heights, Ut2013 #1 Gross Asset Award2014 Top 100 Branch Managers2015 Presidents Club2016 Top 100 Branch Managers2016 Presidents Club -
Senior StockbrokerScottrade Jun 2009 - Sep 2012 -
Retirement Service SpecialstFidelity Investments Jan 2007 - Feb 2009Assisted plan participants with plan options, enrollments, and investments including mutual fund trades. Provided plan-specific guidance. Ensured institutional client and participant needs were met. Position eliminated. -
Sales Floor AssociateTarget Nov 2006 - Jan 2007Provided outstanding customer service and cashiering. Ensured merchandise was well stocked and presented. Effectively supported team-based, store-wide activities -
Sales AssociateAtg Wireless Feb 2004 - Aug 2006Sold cell phones and plans to retail customers in mall location. Location closed; position eliminated.
Alan B. Faerber, Cfp® Crpc® Skills
Alan B. Faerber, Cfp® Crpc® Education Details
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Human Development And Family Studies
Frequently Asked Questions about Alan B. Faerber, Cfp® Crpc®
What company does Alan B. Faerber, Cfp® Crpc® work for?
Alan B. Faerber, Cfp® Crpc® works for Tomiplan
What is Alan B. Faerber, Cfp® Crpc®'s role at the current company?
Alan B. Faerber, Cfp® Crpc®'s current role is Senior Financial Planner.
What is Alan B. Faerber, Cfp® Crpc®'s email address?
Alan B. Faerber, Cfp® Crpc®'s email address is al****@****ade.com
What is Alan B. Faerber, Cfp® Crpc®'s direct phone number?
Alan B. Faerber, Cfp® Crpc®'s direct phone number is +131491*****
What schools did Alan B. Faerber, Cfp® Crpc® attend?
Alan B. Faerber, Cfp® Crpc® attended University Of Utah.
What skills is Alan B. Faerber, Cfp® Crpc® known for?
Alan B. Faerber, Cfp® Crpc® has skills like Series 7, Investments, Customer Service, Trading, Brokerage, Securities, Equities, Mutual Funds, Problem Solving, Fixed Income, Bonds, Banking.
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