Craig Feldman
- Role
- Perpetual Group
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Craig Feldman
Series 6,7,63 and 65
Experience
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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