Michael Taras Email & Phone Number
Financial Advisor @ Raymond James
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Michael Taras Location
- Jacksonville, FL, US
Michael Taras Work
- 2022 -now Financial Advisor @
- 2022 -2022 Financial Advisor @
- 2019 -2021 Senior Wealth Strategy Associate @
- 2017 -2019 Financial Advisor @ Capital Analysts of Jacksonville, Florida Inc.
- 2014 -2017 Retirement Education Specialist CRPC @
- 2013 -2014 Registered Representative @
Michael Taras Education
- University of North Florida 2007-2016
- Florida State College of Jacksonville 2004-2007
Michael Taras Skills
- Customer Experience
- Series 63
- Sales Process
- Retirement Planning
- Account Management
- Profit
- Sales
- Customer Retention
- IRAs
- Forecasting
- Customer Satisfaction
- Investments
- Store Management
- Finance
- Team Leadership
- 401k
- Asset Allocation
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Financial Goals
- Customer Service
- Income Statement
- Management
- Inventory Management
- Inventory Control
- Retirement
- People Skills
- CRPC
- Series 7
- Pricing
Michael Taras Summary
- Michael Taras, based in Jacksonville, FL, US, is currently a Financial Advisor at Raymond James. Michael Taras brings experience from previous roles at UBS, Capital Analysts of Jacksonville, Florida Inc. and Merrill Lynch. Michael Taras holds a 2007 - 2016 University of North Florida. With a robust skill set that includes Customer Experience, Series 63, Sales Process, Retirement Planning, Account Management and more. Michael Taras has 2 emails and 1 mobile phone numbers on RocketReach.
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