Carlos Amey
Amp- Financial Advisor @Raymond James
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WORK HISTORY
Amp- Financial Advisor @Raymond James
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.• Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.• Obtains and verifies the customer\'s purchase and sale instructions, enters orders, and follows up on completion of transactions.
EDUCATION
Columbus State University
Marketing
SKILLS
ABOUT CARLOS AMEY
As a Financial Planning Associate, I am responsible for inputting orders on behalf of…
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