Td Ameritrade Aug 2016 - Jul 2018
Senior Financial Consultant
Td Ameritrade Aug 2016 - Jul 2018
Private Client Investment Consultant
Td Ameritrade Dec 2015 - Aug 2016
Business Development Specialist
Td Ameritrade May 2014 - Dec 2015
Client Service Specialist
Td Aug 2012 - May 2014
Financial Services Representative
Education:
Universidad Iberoamericana 2008 - 2012
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Finance Credit Financial Services Banking Mortgage Lending Loans Retirement Planning Retail Banking Consumer Lending Series 7 Financial Planning Fixed Income Small Business Lending Lines of Credit Cross Selling Strategic Financial Planning Home Equity Lines of Credit
Interests:
Children Economic Empowerment Civil Rights and Social Action Politics Education Environment Poverty Alleviation Science and Technology Human Rights Health
Languages:
English Spanish French Portuguese
Certifications:
Florida's Chief Financial Officer, License W168961 U.s. Securities and Exchange Commission, License Crd# 6345540 Financial Industry Regulatory Authority (Finra), License Crd# 6345540 License W168961 License Crd# 6345540 2-15: Life Health & Variable Annuity Series 66: Investment Adviser Representative Series 7: General Securities Representative Certified Financial Planner™, Cfp®