Bachelor of Arts (B.A.) (Finance and Financial Management Services)
Marie Vidal Skills
Wealth Management
Investments
Securities
Insurance
Succession Planning
Retirement Planning
Financial Planning
Asset Management
Series 7
Estate Planning
Retirement
Mutual Funds
Portfolio Management
Annuities
Financial Modeling
Finance
Strategic Planning
Financial Services
Equities
Customer Service
Services
Marie Vidal Summary
Marie Vidal, based in Atlanta, GA, US, is currently a Sr. Vice President, Investments, CFP(R) at Raymond James & Associates, Inc.. Marie Vidal holds a Bachelor of Arts (B.A.) in Finance and Financial Management Services @ University of South Florida. With a robust skill set that includes Wealth Management, Investments, Securities, Insurance, Succession Planning and more. Marie Vidal has 1 emails and 1 mobile phone numbers on RocketReach.
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