communicate the objectives, risks, features, and benefits of these products. * Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. * Make 100+ outbound calls per day. * Learn financial markets and portfolio strategies. * Assist ...
Reports on Bear Stearns & Co.'s hiring of Patrick Marsh. Marsh's relationship with broker-dealer firms. D Kruger - 《Bond Buyer》 被引量: 0发表: 2000年 Bear Stearns looking at Virginia system investments Reports on the hiring of Bear Stearns Fiduciary Services Inc. to review the investment...
Wilson-Davis is a full-service correspondent securities broker-dealer. The company is registered with the Securities and Exchange Commission (“SEC”), the Financial Industry Regulatory Authority and the Securities Investor Protection Organization. In addition, Wilson-Davis is a member of...
Interactive Brokers LLCInteractive Brokers Group, Inc. over the last 36 years, ithas grown internally to become one of the premier securities firms with over$4.8 billion in equity capital. Interactive Brokers conducts its broker/dealer andproprietary trading businesses on over 100 market destinations ...
"If we don't continue getting incrementally better economic data in the next three months and get back to where we were last summer, then we could see that long-awaited 10 percent pullback on stocks," said John Canally, an economist and investment strategist with broker-dealer LPL Financial...
"I'd say corporate tax reform would have a greater impact right away than reducing regulation, but in certain industries, reducing regulation would have a big impact right away," said John Canally, chief economic strategist at broker-dealer LPL Financial. "Overarching all this is, the average...
Strong knowledge of the “as-a-service” and technology broker market. Excellent interpersonal skills. Professional and friendly demeanor. Effective communication skills. Basic knowledge of computer systems, Microsoft modern work suite, Power BI, Microsoft Dynamics, HubSpot. Ability to meet sales and ...
0-3 years of broker dealer corporate actions experience at an investment bank is required. Strong communication skills and the ability to work under pressure and within tight deadlines. Previous supervisory experience in a bonus A strong risk mindset with the ability to identify...
at every stage of their career. With access to our broker-dealer and topinsurancecarriers, Futurity First advisors are able to provide independent planning strategies and recommendations to their clients. With an unparalleled choice of product and investment solutions, all backed by experts in marketin...
Advanced Diploma in Insurance (2-5 years of experience) - Chartered Insurance Broker (CIB) status (after 5 years of experience); CEBS Certification PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential...