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Anthony Gaiffe Location
Cedar Rapids, IA, US
Anthony Gaiffe Work
Investment Advisor Representative and CFP® @ (December 2019 - Present)
Financial Advisor and Certified Financial Planner TM @ Premier Advisors, LLC. (May 2013 - December 2019)
Director of Research @ Hawkins Wealth Management (July 2012 - March 2013)
Associate Portfolio Consultant @ Schwab Investment Advisory Services, Inc. (January 2012 - July 2012)
Associate Portfolio Consultant @ (September 2010 - January 2012)
High Net Worth Active Trader @ (September 2005 - September 2010)
Registered Representative @ (May 1999 - February 2005)
Anthony Gaiffe Education
University of Florida
Bachelor's degree (Lambda Chi Alpha)
1994-1998
HHS IBP
Anthony Gaiffe Skills
Portfolio Management
Strategic Financial Planning
Modeling Portfolios
ETFs
Strategic Financial
Market Research
Options Strategies
Certified Financial Planner
Customer Service
Stock Market
Retirement Planning
Wealth Management
Anthony Gaiffe Summary
Anthony Gaiffe, based in Cedar Rapids, IA, US, is currently a Investment Advisor Representative and CFP® at Accel Wealth Management. Anthony Gaiffe brings experience from previous roles at Premier Advisors, LLC., Hawkins Wealth Management, Schwab Investment Advisory Services, Inc. and Charles Schwab. Anthony Gaiffe holds a 1994 - 1998 Bachelor's degree in Lambda Chi Alpha @ University of Florida. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Modeling Portfolios, ETFs, Strategic Financial and more. Anthony Gaiffe has 1 emails and 2 mobile phone numbers on RocketReach.
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