Celeste Gandolfo
Client Service Team Manager at Wealth Enhancement Group
- Role
- Client Service Team Manager at Wealth Enhancement
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
Experience
Client Service Team Manager
Jan 2022 — Present · Warren, NJ, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC,(WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA / SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.For a list of states in which our advisors are licensed to do business, please
Skills
- Hedge Funds
- Series 7
- Series 63
- Equity Trading
- Middle Office
- Settlement
- Trading
- Back Office
- Electronic Trading
- Risk Management
- Fixed Income
- Equities
- Bloomberg
- Prime Brokerage
- Trading Systems
- Derivatives
- Capital Markets
- Fx Options
- Options
- Securities
- Investment Banking
- Financial Services
- Financial Markets
- Investments
- Finra
- Securities Regulation
- Bonds
- Equity Derivatives
- Foreign Exchange (Fx) Options
- Back Office Operations
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.