Roiri H. Email & Phone Number
Registered Client Service Associate @ TRADIER BROKERAGE INC
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Roiri H. Location
- Waxhaw, NC, US
Roiri H. Work
- Registered Client Service Associate @ (October 2024 - Present)
- Officer National Financial Solution Advisor @ (November 2022 - April 2023)
- Financial Advisor @ (November 2022 - April 2023)
- Registered Client Associate @ (October 2019 - November 2022)
- Financial Consultant @ (March 2014 - September 2019)
- Manager of Technical Support @ (December 2012 - February 2014)
- Manager of Brokerage and Retirement Service Center @ (March 2010 - December 2012)
- Retirement Service Center Supervisor @ (December 2007 - March 2010)
- Retirement Plan Consultant @ (November 2006 - December 2007)
Roiri H. Education
- CUNY New York City College of Technology
(COMPUTER AND INFORMATION SCIENCES AND SUPPORT SERVICES)
1996-2000
Roiri H. Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Banking
- Public Speaking
- Fixed Annuities
- People Management
- Retirement Planning
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Series 6
- Process Improvement
- 401k
- Finance
- Series 66
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Risk Management
- Asset Management
- Customer Service
- Financial Analysis
- Technical Support
- Uniform Combined State
- Series 24
- Project Management
- Retirement
- Series 7
- Securities
- Business Process Improvement
Roiri H. Summary
- Roiri H., based in Waxhaw, NC, US, is currently a Registered Client Service Associate at TRADIER BROKERAGE INC. Roiri H. brings experience from previous roles at Bank of America Merrill Lynch, Wells Fargo Advisors and TD Ameritrade. Roiri H. holds a 1996 - 2000 CUNY New York City College of Technology. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Banking, Public Speaking and more.
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