David Moscardelli
Financial Advisor Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Mount Pleasant, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Moscardelli
For over 20 years I have approached financial advising with the heart of a teacher. I…
Experience
Financial Advisor
Aug 2019 — Present · 405 S. Mission Suite G Mount Pleasant, MI, US
Education
Dearborn High School
Diploma, Graduate
1982 — 1986
Ferris State University
BS, Marketing '90 / BS Sales '91
1986 — 1991
Skills
- Investment Strategies
- Risk Management
- Wealth Management
- Customer Service
- Leadership
- Investments
- Retirement
- Strategic Financial Planning
- Insurance
- Budgets
- Finance
- Portfolio Management
- Loans
- Retirement Planning
- Income
- Financial Planning
- Mortgage Lending
- Cash Management
- Financial Advisory
- Securities
- Investment Management
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