Eli Mikel, Cfp®, Crpc®

Eli Mikel, Cfp®, Crpc® Email and Phone Number

Partner at Clockwise Capital @ Clockwise Capital
Eli Mikel, Cfp®, Crpc®'s Location
Miami, Florida, United States, United States
About Eli Mikel, Cfp®, Crpc®

Specialties: CFP®, CRPC®, Financial Planning, Wealth Management, Portfolio Management, Technology.

Eli Mikel, Cfp®, Crpc®'s Current Company Details
Clockwise Capital

Clockwise Capital

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Partner at Clockwise Capital
Eli Mikel, Cfp®, Crpc® Work Experience Details
  • Clockwise Capital
    Partner
    Clockwise Capital Sep 2014 - Present
    Miami, Florida, United States
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  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Apr 2008 - Sep 2014
    Reston, Va
    Worked at TD Ameritrade as an Investment Consultant, connecting clients with RIA’s for over 6 years, during one of the most difficult economic times in our nations history. I quickly excelled as a top producer in the firm, achieving the coveted Gold Member status with 360 million in assets brought in to the firm and over 100 million placed under management with RIA’s nation wide.
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  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Jun 2007 - Jan 2008
    Fairfax, Va
    Worked for Ameriprise financial, where I engaged high-net worth individuals in financial planning and money management.
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Eli Mikel, Cfp®, Crpc® Skills

Investments Wealth Management Finance Financial Planning Retirement Planning Mutual Funds Series 7 Alternative Investments Investment Advisory Investment Strategies Asset Management Series 63 Portfolio Management Mobile Technology

Eli Mikel, Cfp®, Crpc® Education Details

Frequently Asked Questions about Eli Mikel, Cfp®, Crpc®

What company does Eli Mikel, Cfp®, Crpc® work for?

Eli Mikel, Cfp®, Crpc® works for Clockwise Capital

What is Eli Mikel, Cfp®, Crpc®'s role at the current company?

Eli Mikel, Cfp®, Crpc®'s current role is Partner at Clockwise Capital.

What schools did Eli Mikel, Cfp®, Crpc® attend?

Eli Mikel, Cfp®, Crpc® attended Georgetown University, Virginia Commonwealth University.

What skills is Eli Mikel, Cfp®, Crpc® known for?

Eli Mikel, Cfp®, Crpc® has skills like Investments, Wealth Management, Finance, Financial Planning, Retirement Planning, Mutual Funds, Series 7, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Series 63.

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