Martha

Martha "Mo" Cortez Email and Phone Number

Financial Paraplanner Qualified Professional at Strategic Income Group @ Strategic Income Group
chandler, arizona, united states
Martha "Mo" Cortez's Location
Chandler, Arizona, United States, United States
Martha "Mo" Cortez's Contact Details

Martha "Mo" Cortez work email

Martha "Mo" Cortez personal email

n/a
About Martha "Mo" Cortez

Martha "Mo" Cortez is a Financial Paraplanner Qualified Professional at Strategic Income Group at Strategic Income Group. She possess expertise in wealth management, investments, mutual funds, retirement planning, series 7 and 13 more skills.

Martha "Mo" Cortez's Current Company Details
Strategic Income Group

Strategic Income Group

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Financial Paraplanner Qualified Professional at Strategic Income Group
chandler, arizona, united states
Employees:
6
Martha "Mo" Cortez Work Experience Details
  • Strategic Income Group
    Director Of Client Relations
    Strategic Income Group Mar 2013 - Present
  • Strategic Income Group
    Financial Paraplanner Qualified Professional
    Strategic Income Group Mar 2013 - Present
    Chandler, Arizona, United States
  • Merrill Lynch
    Registered Senior Client Associate
    Merrill Lynch Aug 1993 - Mar 2013

Martha "Mo" Cortez Skills

Wealth Management Investments Mutual Funds Retirement Planning Series 7 Portfolio Management Securities Investment Advisory Retirement Series 63 Financial Services Equities Fixed Income Asset Management Hedge Funds Strategic Financial Planning Credit Financial Planning

Martha "Mo" Cortez Education Details

Frequently Asked Questions about Martha "Mo" Cortez

What company does Martha "Mo" Cortez work for?

Martha "Mo" Cortez works for Strategic Income Group

What is Martha "Mo" Cortez's role at the current company?

Martha "Mo" Cortez's current role is Financial Paraplanner Qualified Professional at Strategic Income Group.

What is Martha "Mo" Cortez's email address?

Martha "Mo" Cortez's email address is ma****@****oup.com

What schools did Martha "Mo" Cortez attend?

Martha "Mo" Cortez attended College For Financial Planning.

What are some of Martha "Mo" Cortez's interests?

Martha "Mo" Cortez has interest in Children.

What skills is Martha "Mo" Cortez known for?

Martha "Mo" Cortez has skills like Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Investment Advisory, Retirement, Series 63, Financial Services, Equities.

Who are Martha "Mo" Cortez's colleagues?

Martha "Mo" Cortez's colleagues are Bob Stamm, Cfp®, Laurie K Simons, Cfp(R), Ctfa, Chad Manberg, Cfp®, Keri A..

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