Financial Advisor
Phoenix, Arizona, Us
Being a novice Financial Advisor during the Great Recession made me realize the importance of building strong and trustworthy relationships with clients and holding on to the basic principles of trust, integrity, honesty, and desire to help people with their financial needs. It is those factors, that made me a successful advisor and helped build the foundation of my sales skills. As a financial advisor I helped my clients:- Preserve and grow their wealth during the worst financial crisis since the Great Depression- Recommend the most suitable security vehicles for them, based on their desired rate of return, level of risk aversion and preferable term of commitment. - Educate them on financial markets, current state of the economy, risk/reward ratio, short vs long term investment products- Guided them in the establishment of retirement plans, 401k rollovers, educational plans and legacy asset funds. I specialized in: - Mutual funds, ETFs, UITs, REITs, and long term securities trading- CDs and Money Markets- Fixed income bond funds, options- Annuities, life insurance, retirement plans.Starting at AIG Advisors as an intern, I was able to obtain my Series 7 and 63, Life and Annuities license in a short period of time and become a registered representative. My knowledge of finances and financial markets was further enriched with my MBA degree in Global Business with concentration in Finance.