Calvin Yang, Cifc, Llqp

Calvin Yang, Cifc, Llqp Email and Phone Number

Mutual Fund Dealer Representative With PFSL Investments Canada @ Primerica
duluth, georgia, united states
Calvin Yang, Cifc, Llqp's Location
Calgary, Alberta, Canada, Canada
About Calvin Yang, Cifc, Llqp

I specialize in providing personalized investment account management and life insurance products to help clients achieve their financial goals. With my strong background in accounting and finance, I thoroughly assess the client's risk tolerance, time horizon, and objectives, and produce a complete Financial Needs Analysis.

Calvin Yang, Cifc, Llqp's Current Company Details
Primerica

Primerica

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Mutual Fund Dealer Representative With PFSL Investments Canada
duluth, georgia, united states
Website:
primerica.com
Employees:
17751
Calvin Yang, Cifc, Llqp Work Experience Details
  • Primerica
    Mutual Fund Dealer Representative
    Primerica Aug 2023 - Present
    Calgary, Alberta, Canada
    - Provide Financial Needs Analysis to potential clients who are looking for new options in their financial future- Provide continual support and financial education to empower clients to make the best decisions for themselves and their families- Serve as a conduit for clients to access the tools and resources to increase their sophistication, along with providing access to various financial services
    View
  • Aiesec Canada
    Corporate Relations Manager - Mru
    Aiesec Canada Sep 2021 - Oct 2023
    Calgary, Alberta, Canada
    View
  • Dagu Rice Noodle Calgary
    Server
    Dagu Rice Noodle Calgary Apr 2022 - Apr 2023
    Calgary, Alberta, Canada
    View
  • Unified Systems Group Inc.
    Cable Technician
    Unified Systems Group Inc. Jul 2020 - Aug 2021
    Calgary, Alberta, Canada
    View
  • Unified Systems Group Inc.
    Cable Technician
    Unified Systems Group Inc. Jul 2019 - Aug 2019
    Calgary, Alberta, Canada
    Summer position facilitated by the Registered Apprenticeship Program.
    View

Calvin Yang, Cifc, Llqp Education Details

Frequently Asked Questions about Calvin Yang, Cifc, Llqp

What company does Calvin Yang, Cifc, Llqp work for?

Calvin Yang, Cifc, Llqp works for Primerica

What is Calvin Yang, Cifc, Llqp's role at the current company?

Calvin Yang, Cifc, Llqp's current role is Mutual Fund Dealer Representative With PFSL Investments Canada.

What schools did Calvin Yang, Cifc, Llqp attend?

Calvin Yang, Cifc, Llqp attended Mount Royal University.

Who are Calvin Yang, Cifc, Llqp's colleagues?

Calvin Yang, Cifc, Llqp's colleagues are Roger Boane, Rita Gorrin, Lanetra Mccowan-Fuller, Ms, Kerry Boyd, Tanisha Valdez, Wendy Person, Jessica E..

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