Financial Advisor Security Clearance

********@*****.****** com District Spriggs Heights, MD +1-202-***-****

WORK HISTORY

Financial Advisor Trainee at GW hospital

**/**** - ******* (7 years)

Answer clients' questions about the purposes and details of financial plans and strategies.

Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Ensuring surgical procedures are available for the clients to allow for payment responsibility

EDUCATION

Fairmont Heights

Graduated 1984

General Studies

SKILLS

certified financial planner, 0 year

retirement planning, 0 year

LANGUAGES

English, Moderate

SOCIAL NETWORKS

Facebook, https://Teresa Wilkerson

Linkedin, https://www.linkedin.com/in/sunyah-j-2603b744 ABOUT ME

I served in the military

I have a drivers license

I have management experience : 15 years

I have a security clearance

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