Investment Adviser Representative
CurrentWe are an education based company; teaching basic financial principals, helping families to become debt free, invest for the future and achieve other financial goals. As your financial representative we are dedicated to helping you identify short-term and long-term objectives, protect your assets and free up money on a monthly basis to help with the raising cost of life. *Identifying and qualifying new applicants*Training new and existing agents on protocols, procedures, rules and regulations*Monitoring all activities to make sure all compliance requirements are met*Developing and improving skills for agents and associates*Assisting clients with their personalized Financial Needs Analysis