Sofiane B. Email & Phone Number
Wealth Manager, Independent Financial Advisor @ BDS Financial Network
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Sofiane B. Location
- Paris, FR
Sofiane B. Work
- Wealth Manager, Independent Financial Advisor @ (October 2016 - Present)
- Senior VP, Investments @ (September 2008 - October 2016)
- Managing Director @ (July 2006 - September 2008)
- Senior VP-Investments @ (June 1999 - September 2008)
- VP Investments @ (January 1995 - January 1999)
- VP Investments @ (January 1987 - January 1995)
Sofiane B. Education
- College for Financial Planning
CFP® (Professional education)
1990-1994 - GE Investment Corp.
GE trained in benefits and pensions
1990-1990 - Kent State University
BBA (Finance)
1981-1986 - West Holmes High School 1978-1981
Sofiane B. Skills
- Series 7
- Alternative Investments
- Wealth Management
- Investments
- Fixed Annuities
- Portfolio Management
- Mutual Funds
- Retirement
- Retirement Planning
- Securities
- Asset Managment
- Microsoft Office
- Project Management
- Financial Modeling
- Sales
- Financial Analysis
- Microsoft Excel
- Hedge Funds
Sofiane B. Summary
- Sofiane B., based in Paris, FR, is currently a Wealth Manager, Independent Financial Advisor at BDS Financial Network. Sofiane B. brings experience from previous roles at Raymond James & Associates, Wachovia Securities, A.G. Edwards & Sons, Inc. and PaineWebber. Sofiane B. holds a 1990 - 1994 CFP® in Professional education @ College for Financial Planning. With a robust skill set that includes Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities and more. Sofiane B. has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Sofiane B.?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co