is a talent-exchanging network. More »
Join the TribeStart with 50 after offering a service.

Wealth Advising

50


50 per unit - Virtual OK - Posted Jan 21, 2017

I help people protect and grow their equity through strategic planning. I can do everything from simple budgeting or credit score counseling to large estate planning.

Training & Qualifications


Series 66, 7. MBA. Insurance. Finance major. Economics minor. Merrill Lynch. Zions Bank. Microeconomics professor.

Trading Preference: I’m flexible, just hit me up!

Reviews of Roy


Patrick received unit of Wealth Advising from Roy
Feb 27, 2017
Great guy to work with, very knowledgeable and helpful.

Recommendations


Join the TribeStart with 50 after offering a service.