Melani List, Fpqp

Melani List, Fpqp Email and Phone Number

Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc. @ Asset Planning, Inc.
cypress, california, united states
Melani List, Fpqp's Location
Cypress, California, United States, United States
About Melani List, Fpqp

Experienced Paraplanner with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Microsoft Word, Microsoft Office, Research, and Management. Strong administrative professional with a Financial Paraplanner Qualified Professional Designation focused in Foundations in Financial Planning from College for Financial Planning. Recently passed the Uniform Investment Advisor Law Exam: Series 65 to be come a Registered Investment Advisor Representative.

Melani List, Fpqp's Current Company Details
Asset Planning, Inc.

Asset Planning, Inc.

View
Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc.
cypress, california, united states
Website:
assetplanninginc.com
Employees:
7
Melani List, Fpqp Work Experience Details
  • Asset Planning, Inc.
    Financial Paraplanner Qualified Professional And Registered Investment Advisor Representative
    Asset Planning, Inc. Mar 2016 - Present
    Cypress, Ca
    View
  • Asset Planning, Inc.
    Registered Paraplanner And Office Administrator
    Asset Planning, Inc. Mar 2016 - Present
    Cypress, California
    View
  • Auto Club Of So California
    Regional Sales Supervisor, Insurance Sales Agent
    Auto Club Of So California Dec 2004 - Jul 2009
    View

Melani List, Fpqp Education Details

Frequently Asked Questions about Melani List, Fpqp

What company does Melani List, Fpqp work for?

Melani List, Fpqp works for Asset Planning, Inc.

What is Melani List, Fpqp's role at the current company?

Melani List, Fpqp's current role is Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc..

What schools did Melani List, Fpqp attend?

Melani List, Fpqp attended College For Financial Planning.

Who are Melani List, Fpqp's colleagues?

Melani List, Fpqp's colleagues are Erin Nelsen Cfp®, Emiko Yabuki, Tiarra Johnson Mpa,afc®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.