Robert Badger Email & Phone Number

Plano, Tx, Us

Plano, Texas, United States

Cerritos, California, United States

Fashion Island

Costa Mesa, California

As a financial advisor, my responsibilities are to:• Thoroughly understand the products and services that the market offers• Meet with clients to understand their current and future investment plans• Maintain documentation trail for future review• Create detailed reports from and for clients to determine net worth income, expenses, risk tolerance, insurance coverage, tax status and financial objectives • Recommend strategies that the clients can use in achieving their financial goals and objectives • Discuss and explain the investment opportunities and risks related • Use spreadsheets and market research to back up financial advice.• Answer questions on investment related plans of the clients verbally as well as provide them written documents for future reference • Help clients to open investment and trade accounts • Regularly review the plans of the clients to track changes in their financial status, economic changes to indicate the necessity of making a change in the plan • Research the market daily, looking for sound investment opportunities in the market aligned with client’s level of market initiative and financial goals• Provide up-to-date information to the clients regarding the current industry trends • Provide future market value forecasts for the asset in which they are willing to invest • Manage reports and reviews collected for the clients which they can use for future reference The following skills aid in my ability to meet and exceed the demands of the position:• Profound communication skills• Ability to gather relevant information, to raise appropriate questions, and to derive proper conclusions • Ability to forecast future market trends • Excellent analyzing skills, money management skills, and planning skills• Profound knowledge of the rules and regulations related to investments made• Ability to think outside box and provide satisfactory assistance to clients

Fountain Valley, Ca

The primary goal was to acquire, retain and deepen customer relationships. This role focused on contributing to the overall success of the firm by creating outstanding customer experiences, helping the branch meet sales objectives, proactively meeting with customers face-to-face and over-the-phone to discover their financial needs, offering products and services that satisfy financial needs, and partnering with financial specialists to ensure customers received access to well-rounded expert advice and input.

Costa Mesa, Ca