Roberto Feria Email & Phone Number
Senior Vice President @ Nationwide Planning Associates, Inc.
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Roberto Feria Location
- Puerto Rico
Roberto Feria Work
- 2020 -now Senior Vice President @
- 2016 -2020 Senior Vice President @
- 2006 -2020 Vice President of Investments @ Santander Securities
- 2003 -2006 Assistant Vice President @
- 1999 -2003 Financial Advisor @
- 1997 -1999 Sales Executive - New Projects Division @
Roberto Feria Education
- University of Puerto Rico-Rio Piedras
- UPR
- Colegio San Ignacio de Loyola
Roberto Feria Skills
- Wealth Management
- Fixed Income
- Mutual Funds
- Portfolio Management
- Investments
- Asset Managment
- Financial Analysis
- Strategic Financial Planning
- Capital Markets
- Investment Strategies
- Securities
- Retirement Planning
- Banking
- Life Insurance
- Disability Insurance
- Fixed Annuities
- Variable Annuities
- Financial Advisory
- Personal Financial Planning
- Series 7
- Series 63
- Investment Advisory
- IRAs
- Wealth Management Services
- Insurance
- Long Term Care Insurance
- Series 65
- High Net Worth Individuals
- Long-term Care
- 401k
- Retirement
- Financial Planners
- Bonds
- 401k Rollovers
- Wealth Accumulation
- Bloomberg
- Uniform Combined State Law
- Term Life Insurance
- Bloomberg Terminal
- Mortgage Lending
- Roth IRA
- FINRA
- Series 6
- Alternative Investments
- Asset Allocation
- Financial Services
- Wealth
- ETFs
- Structured Products
- Retirement Plan Consulting
- Long Term Care
Roberto Feria Summary
- Roberto Feria, based in Puerto Rico, is currently a Senior Vice President at Nationwide Planning Associates, Inc.. Roberto Feria brings experience from previous roles at HJ Sims, Santander Securities, Popular Securities and Paine Webber. Roberto Feria holds a University of Puerto Rico-Rio Piedras. With a robust skill set that includes Wealth Management, Fixed Income, Mutual Funds, Portfolio Management, Investments and more. Roberto Feria has 4 emails and 3 mobile phone numbers on RocketReach.
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