Alison Perez
Edward Jones Financial Advisor
- Role
- Financial Advisor, Cfp at Edward Jones
- Location
- Grand Forks, ND, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Alison Perez
I am a CERTIFIED FINANCIAL PLANNER® with a commitment to guiding clients through their…
Experience
Financial Advisor, Cfp
Sep 2024 — Present · Grand Forks, ND, US
Education
University of North Dakota
Bachelor of Arts (B.A.), Communication, General;
2003 — 2007
Red River High School
High School Diploma
1999 — 2003
Skills
- Credit
- Highly Motivated Self-Starter
- Retail Buying
- Customer Service
- People Skills
- Hardwork
- Loans
- Series 7
- Mortgage Lending
- Team Leadership
- Retail Banking
- Financial Services
- Refinance
- Goal Oriented
- Banking
- Financial Advisory
- Residential Mortgages
- Registered Investment Advisor
- Life Insurance
- Microsoft Office
- Sales
- Consumer Lending
- Series 66
- Leadership
- Financial Analysis
- Investments
- Fun
- Management
- Team Building
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