Craig Feldman

Role
Perpetual Group
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers

About Craig Feldman

Series 6,7,63 and 65

Experience

  1. Perpetual Group

    Present

Education

  • Indiana University - Kelley School of Business

    Bachelor of Science, Business; Marketing

    2000 — 2004

  • Indiana University Bloomington

    Bachelors, Business

    2000 — 2004

Skills

  • Cold Calling
  • New Business Development
  • Financial Analysis
  • Mutual Funds
  • Series 63
  • Investments
  • Separately Managed Accounts
  • Equities
  • Financial Services
  • Wealth Management
  • Strategic Financial Planning
  • Portfolio Management
  • Asset Allocation
  • Relationship Management
  • Unit Investment Trusts
  • Personal Financial Planning
  • Asset Managment
  • Risk Management
  • Asset Management
  • Finance
  • Securities
  • Insurance
  • Series 7
  • Retirement Planning
  • Territory Management
  • Etfs
  • Financial Advisory
  • Sales

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Craig Feldman — Perpetual Group in Fort Lauderdale, FL, US | Unifers