Aj Clark
CERTIFIED FINANCIAL PLANNER® Professional - Member/Equity Partner at AJ2 Capital Ventures
- Role
- Certified Financial Planner at Tag Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Aj Clark
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirementsto use the certification marks.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Advisory services offered though Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Optima Asset Management LLC and Cambridge are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Experience
Certified Financial Planner
Jan 2015 — Present · Richmond, VA, US
Education
Salesianum School
GED
2003 — 2007
University of North Carolina at Greensboro
Bachelors Degree, Business and Economics
2007 — 2012
Skills
- Investment Advisory
- Innovative Thinking
- Event Planning
- Social Networking
- Social Media Marketing
- Teamwork
- Organizational Effectiveness
- Microsoft Office
- Sales
- Corporate Communications
- Public Speaking
- Financial Planning
- Retirement Planning
- Investment Management
- Bilingual
- Marketing
- Powerpoint
- Microsoft Excel
- Analysis
- Time Management
- Entrepreneurship
- Finance
- Management
- Team Building
- Series 7
- Investment Strategies
- Alternative Investments
- Social Media
- Communication
- Leadership
- Customer Service
- Microsoft Word
- Team Leadership
- Sharepoint
- Training
- Portfolio Management
- Financial Analysis
- Investments
- Project Management
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