Financial Advisor Associate
Bryn Mawr, Pennsylvania
I obtained my series 7 securities licensing, built a client profile, learned the laws, regulations, and guidelines for the securities industry as well as all available investment vehicles and how to apply and tailor them to specific client needs for appropriate client recommendations and strategies. I also developed an understanding of economic and business factors needed to work with the stock market, the current economy, and in turn use this information in an applicable way to properly… Show more I obtained my series 7 securities licensing, built a client profile, learned the laws, regulations, and guidelines for the securities industry as well as all available investment vehicles and how to apply and tailor them to specific client needs for appropriate client recommendations and strategies. I also developed an understanding of economic and business factors needed to work with the stock market, the current economy, and in turn use this information in an applicable way to properly financially advise potential clients. Show less