Carlos R. Email & Phone Number
Sr. Wealth Advisor @ Cetera Investment Services LLC
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Carlos R. Location
- Houston, TX, US
Carlos R. Work
- 2020 -now Sr. Wealth Advisor @
- 2019 -2020 Investment Adviser Representative @
- 2016 -2019 Financial Services Professional @
- 2015 -2016 Financial Professional @
- 2007 -2015 Financial Professional @ International Total Support
Carlos R. Education
- University of Houston-Downtown
Bachelor's degree (Business / International Markets Concentration)
2014-2016
Carlos R. Skills
- Leadership
- Sales Coaching
- Financial Analysis
- Finance
- Financial Growth
- Financial Services
- PowerPoint
- Investments
- Public Speaking
- Microsoft Word
- Customer Service
- Teamwork
- Retirement Planning
- Sales
- Microsoft Office
- English
- Outlook
- Event Planning
- Management
- Research
- Microsoft Excel
- Disability Insurance
- Insurance
- Spanish
- Market Intelligence
- Business Development
- Business Strategy
- Financial Planning
- Life Insurance
- Banking
- Strategy
- Wealth Management
Carlos R. Summary
- Carlos R., based in Houston, TX, US, is currently a Sr. Wealth Advisor at Cetera Investment Services LLC. Carlos R. brings experience from previous roles at Centric Wealth, Ohio National Financial Services, AIG and International Total Support. Carlos R. holds a 2014 - 2016 Bachelor's degree in Business / International Markets Concentration @ University of Houston-Downtown. With a robust skill set that includes Leadership, Sales Coaching, Financial Analysis, Finance, Financial Growth and more. Carlos R. has 1 mobile phone numbers on RocketReach.
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Top Cetera Investment Services LLC Employees
Carlos R.
Sr. Wealth Advisor
Houston, TX, US
Eric Mizell
Investment Executive
Troy, AL, US
Alex Brooks
Compliance Controls Specialist
St. Cloud, MN, US
Andre St.louis
Wealth Manager
New York, NY, US
Jennifer Mix
Growth Engagement and Recruiting Specialist
St. Cloud, MN, US
Vince Difilippo
Designated Supervisor
Denver, CO, US
Jaime West
Investment Advisor Representative at Cetera Investors
Washington, DC, US
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